National Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,914 shares of AOM stock, worth $328,415. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,914

Previous 4,495 53.82%

Holding current value

$328,415

Previous $207 Million 58.96%

% of portfolio

0.12%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$45.4 - $47.61 $109,822 - $115,168	2,419 Added 53.82%	6,914 $329 Million
Q2 2025 Sep 25, 2025	BUY	$41.55 - $46.04 $186,767 - $206,949	4,495 New	4,495 $207 Million
Q3 2024 Nov 13, 2024	BUY	$42.66 - $45.18 $24,870 - $26,339	583 Added 6.01%	10,277 $464 Million
Q2 2024 Aug 09, 2024	SELL	$41.17 - $43.25 $197,245 - $207,210	-4,791 Reduced 33.08%	9,694 $417 Million
Q1 2024 May 17, 2024	SELL	$40.86 - $42.78 $15,567 - $16,299	-381 Reduced 2.56%	14,485 $620 Million
Q4 2023 Feb 01, 2024	BUY	$37.83 - $41.78 $562,380 - $621,101	14,866 New	14,866 $617 Million

Others Institutions Holding AOM

# of Institutions

288

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History