Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 17,889 shares of AOM stock, worth $786,042. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,889

Previous 17,710 1.01%

Holding current value

$786,042

Previous $761,000 5.91%

% of portfolio

0.03%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$42.66 - $45.18 $7,636 - $8,087	179 Added 1.01%	17,889 $806,000
Q2 2024 Aug 13, 2024	BUY	$41.17 - $43.25 $624,919 - $656,491	15,179 Added 599.72%	17,710 $761,000
Q1 2024 Apr 30, 2024	SELL	$40.86 - $42.78 $71,096 - $74,437	-1,740 Reduced 40.74%	2,531 $108,000
Q4 2023 Jan 30, 2024	SELL	$37.83 - $41.78 $37,754 - $41,696	-998 Reduced 18.94%	4,271 $177,000
Q3 2023 Oct 17, 2023	SELL	$38.81 - $40.84 $229,832 - $241,854	-5,922 Reduced 52.92%	5,269 $205,000
Q2 2023 Jul 19, 2023	BUY	$39.32 - $40.55 $1,297 - $1,338	33 Added 0.3%	11,191 $452,000
Q1 2023 May 10, 2023	SELL	$38.2 - $40.45 $38,811 - $41,097	-1,016 Reduced 8.35%	11,158 $444,000
Q4 2022 Feb 14, 2023	SELL	$36.07 - $39.57 $1,262 - $1,384	-35 Reduced 0.29%	12,174 $462,000
Q3 2022 Oct 26, 2022	SELL	$36.57 - $40.81 $125,179 - $139,692	-3,423 Reduced 21.9%	12,209 $446,000
Q2 2022 Aug 10, 2022	SELL	$38.3 - $43.06 $29,682 - $33,371	-775 Reduced 4.72%	15,632 $609,000
Q1 2022 May 13, 2022	SELL	$41.74 - $45.45 $173,805 - $189,253	-4,164 Reduced 20.24%	16,407 $705,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $567,089 - $585,810	12,735 Added 162.52%	20,571 $935,000
Q3 2021 Nov 02, 2021	BUY	$44.74 - $45.93 $805 - $826	18 Added 0.23%	7,836 $350,000
Q2 2021 Jul 27, 2021	SELL	$43.8 - $45.14 $87 - $90	-2 Reduced 0.03%	7,818 $352,000
Q1 2021 May 11, 2021	BUY	$42.87 - $44.08 $514 - $528	12 Added 0.15%	7,820 $340,000
Q4 2020 Feb 09, 2021	SELL	$40.42 - $43.32 $33,831 - $36,258	-837 Reduced 9.68%	7,808 $337,000
Q3 2020 Oct 20, 2020	SELL	$39.91 - $42.11 $152,615 - $161,028	-3,824 Reduced 30.67%	8,645 $354,000
Q2 2020 Jul 02, 2020	BUY	$35.99 - $40.49 $279,030 - $313,918	7,753 Added 164.4%	12,469 $497,000
Q1 2020 Apr 01, 2020	BUY	$34.02 - $40.94 $986 - $1,187	29 Added 0.62%	4,716 $173,000
Q4 2019 Feb 11, 2020	SELL	$38.71 - $40.3 $3,135 - $3,264	-81 Reduced 1.7%	4,687 $188,000
Q3 2019 Oct 09, 2019	SELL	$38.32 - $39.31 $110,016 - $112,859	-2,871 Reduced 37.58%	4,768 $187,000
Q2 2019 Aug 14, 2019	BUY	$37.75 - $39.08 $981 - $1,016	26 Added 0.34%	7,639 $298,000
Q1 2019 May 08, 2019	BUY	$35.53 - $38.06 $1,669 - $1,788	47 Added 0.62%	7,613 $289,000
Q4 2018 Feb 13, 2019	SELL	$35.24 - $37.92 $29,213 - $31,435	-829 Reduced 9.87%	7,566 $269,000
Q3 2018 Nov 14, 2018	BUY	$37.2 - $38.08 $3,348 - $3,427	90 Added 1.08%	8,395 $318,000
Q2 2018 Aug 16, 2018	BUY	$37.34 - $37.89 $26,884 - $27,280	720 Added 9.49%	8,305 $312,000
Q1 2018 May 15, 2018	SELL	$37.16 - $39.0 $94,943 - $99,645	-2,555 Reduced 25.2%	7,585 $286,000
Q4 2017 Feb 08, 2018	BUY	$37.87 - $38.74 $12,421 - $12,706	328 Added 3.34%	10,140 $386,000
Q3 2017 Nov 08, 2017	BUY	$37.81 - $37.97 $1,739 - $1,746	46 Added 0.47%	9,812 $373,000
Q2 2017 Aug 15, 2017	BUY	N/A	9,766	9,766 $364,000

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Core Moderate Alloc Transaction History