Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Milestone Asset Management, LLC
- $470 Billion
- Q1 2025
A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Milestone Asset Management, LLC holds 34,243 shares of AOM stock, worth $1.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
34,243
Previous 20,125
70.15%
Holding current value
$1.5 Million
Previous $874 Million
71.87%
% of portfolio
0.32%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding AOM
# of Institutions
278Shares Held
14.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$120 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.1MShares$48.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA969KShares$42.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$41.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL735KShares$32.2 Million0.01% of portfolio