Mutual Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mutual Advisors, LLC holds 70,575 shares of AOM stock, worth $3.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

70,575

Previous 71,076 0.7%

Holding current value

$3.1 Million

Previous $3.21 Million 4.4%

% of portfolio

0.09%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$43.44 - $45.05 $21,763 - $22,570	-501 Reduced 0.7%	70,575 $3.07 Million
Q3 2024 Oct 25, 2024	BUY	$42.66 - $45.18 $103,493 - $109,606	2,426 Added 3.53%	71,076 $3.21 Million
Q2 2024 Jul 30, 2024	SELL	$41.17 - $43.25 $19,432 - $20,414	-472 Reduced 0.68%	68,650 $2.95 Million
Q1 2024 May 02, 2024	BUY	$40.86 - $42.78 $28,234 - $29,560	691 Added 1.01%	69,122 $2.96 Million
Q4 2023 Jan 12, 2024	BUY	$37.83 - $41.78 $97,487 - $107,667	2,577 Added 3.91%	68,431 $2.84 Million
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $94,153 - $99,077	2,426 Added 3.82%	65,854 $2.56 Million
Q2 2023 Jul 31, 2023	SELL	$39.32 - $40.55 $521,737 - $538,057	-13,269 Reduced 17.3%	63,428 $2.56 Million
Q1 2023 Apr 11, 2023	BUY	$38.2 - $40.45 $328,252 - $347,586	8,593 Added 12.62%	76,697 $3.06 Million
Q4 2022 Jan 12, 2023	BUY	$36.07 - $39.57 $260,713 - $286,011	7,228 Added 11.87%	68,104 $0
Q3 2022 Nov 03, 2022	BUY	$36.57 - $40.81 $103,493 - $115,492	2,830 Added 4.88%	60,876 $2.23 Million
Q2 2022 Aug 15, 2022	BUY	$38.3 - $43.06 $145,693 - $163,800	3,804 Added 7.01%	58,046 $2.26 Million
Q1 2022 May 09, 2022	BUY	$41.74 - $45.45 $289,717 - $315,468	6,941 Added 14.67%	54,242 $2.33 Million
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $281,117 - $290,398	6,313 Added 15.4%	47,301 $2.15 Million
Q3 2021 Nov 15, 2021	BUY	$44.74 - $45.93 $460,329 - $472,573	10,289 Added 33.52%	40,988 $1.83 Million
Q2 2021 Aug 12, 2021	BUY	$43.8 - $45.14 $639,874 - $659,450	14,609 Added 90.8%	30,699 $1.38 Million
Q1 2021 May 13, 2021	BUY	$42.87 - $44.08 $130,453 - $134,135	3,043 Added 23.32%	16,090 $701,000
Q4 2020 Feb 11, 2021	BUY	$40.42 - $43.32 $323 - $346	8 Added 0.06%	13,047 $564,000
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $120,448 - $127,087	3,018 Added 30.12%	13,039 $535,000
Q2 2020 Aug 05, 2020	SELL	$35.99 - $40.49 $18,354 - $20,649	-510 Reduced 4.84%	10,021 $400,000
Q1 2020 May 13, 2020	SELL	$34.02 - $40.94 $8,879 - $10,685	-261 Reduced 2.42%	10,531 $387,000
Q4 2019 Feb 11, 2020	BUY	$38.71 - $40.3 $123,678 - $128,758	3,195 Added 42.06%	10,792 $433,000
Q3 2019 Nov 01, 2019	BUY	$38.32 - $39.31 $268 - $275	7 Added 0.09%	7,597 $298,000
Q2 2019 Aug 15, 2019	SELL	$37.75 - $39.08 $13,816 - $14,303	-366 Reduced 4.6%	7,590 $296,000
Q1 2019 May 15, 2019	SELL	$35.53 - $38.06 $10,019 - $10,732	-282 Reduced 3.42%	7,956 $303,000
Q4 2018 Feb 15, 2019	SELL	$35.24 - $37.92 $18,959 - $20,400	-538 Reduced 6.13%	8,238 $294,000
Q3 2018 Nov 15, 2018	BUY	$37.2 - $38.08 $297 - $304	8 Added 0.09%	8,776 $333,000
Q2 2018 Aug 15, 2018	BUY	$37.34 - $37.89 $74 - $75	2 Added 0.02%	8,768 $329,000
Q1 2018 May 11, 2018	SELL	$37.16 - $39.0 $15,421 - $16,185	-415 Reduced 4.52%	8,766 $331,000
Q4 2017 Feb 12, 2018	BUY	$37.87 - $38.74 $347,684 - $355,671	9,181	9,181 $349,000

Others Institutions Holding AOM

# of Institutions

252

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History