Mutual Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 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 71,076 shares of AOM stock, worth $3.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

71,076

Previous 68,650 3.53%

Holding current value

$3.1 Million

Previous $2.95 Million 8.6%

% of portfolio

0.09%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Mutual Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History