Mkd Wealth Coaches, LLC Ishares Tr Core Moderate Alloc Transaction History

Mkd Wealth Coaches, LLC

$94.8 Billion
Q2 2025

A detailed history of Mkd Wealth Coaches, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mkd Wealth Coaches, LLC holds 6,528 shares of AOM stock, worth $302,181. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,528

Previous 6,071 7.53%

Holding current value

$302,181

Previous $266 Million 12.83%

% of portfolio

0.32%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$41.55 - $46.04 $18,988 - $21,040	457 Added 7.53%	6,528 $301 Million
Q1 2025 Apr 09, 2025	SELL	$42.93 - $44.71 $79,592 - $82,892	-1,854 Reduced 23.39%	6,071 $266 Million
Q4 2024 Feb 04, 2025	BUY	$43.44 - $45.05 $344,262 - $357,021	7,925 New	7,925 $344 Million
Q4 2021 Jan 24, 2022	SELL	$44.53 - $46.0 $240,462 - $248,400	-5,400 Closed	0 $0
Q3 2021 Oct 08, 2021	BUY	$44.74 - $45.93 $16,956 - $17,407	379 Added 7.55%	5,400 $242,000
Q2 2021 Jul 19, 2021	SELL	$43.8 - $45.14 $17,914 - $18,462	-409 Reduced 7.53%	5,021 $226,000
Q1 2021 Apr 06, 2021	SELL	$42.87 - $44.08 $14,104 - $14,502	-329 Reduced 5.71%	5,430 $236,000
Q4 2020 Feb 10, 2021	BUY	$40.42 - $43.32 $232,778 - $249,479	5,759 New	5,759 $249,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Mkd Wealth Coaches, LLC Ishares Tr Core Moderate Alloc Transaction History