N.E.W. Advisory Services LLC Ishares Tr Core Moderate Alloc Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 70 shares of AOM stock, worth $3,071. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,071

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$42.93 - $44.71 $3,005 - $3,129	70 New	70 $3,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$120 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

995K
Shares

$43.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

566K
Shares

$24.9 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

427K
Shares

$18.7 Million
0.37% of portfolio
Weitzel Financial Services, Inc.

280K
Shares

$12.3 Million
5.77% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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N.E.W. Advisory Services LLC Ishares Tr Core Moderate Alloc Transaction History