New Edge Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, New Edge Advisors, LLC holds 19,038 shares of AOM stock, worth $881,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,038

Previous 21,415 11.1%

Holding current value

$881,269

Previous $930,000 10.22%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$42.93 - $44.71 $102,044 - $106,275	-2,377 Reduced 11.1%	19,038 $835,000
Q4 2024 Feb 13, 2025	SELL	$43.44 - $45.05 $67,636 - $70,142	-1,557 Reduced 6.78%	21,415 $930,000
Q3 2024 Nov 14, 2024	SELL	$42.66 - $45.18 $32,464 - $34,381	-761 Reduced 3.21%	22,972 $1.04 Million
Q2 2024 Aug 15, 2024	BUY	$41.17 - $43.25 $739,166 - $776,510	17,954 Added 310.68%	23,733 $1.02 Million
Q1 2024 May 14, 2024	SELL	$40.86 - $42.78 $151,672 - $158,799	-3,712 Reduced 39.11%	5,779 $247,000
Q4 2023 Feb 13, 2024	BUY	$37.83 - $41.78 $359,044 - $396,533	9,491 New	9,491 $393,000
Q2 2023 Aug 14, 2023	BUY	$39.32 - $40.55 $2,398 - $2,473	61 New	61 $2,000
Q4 2022 Feb 14, 2023	SELL	$36.07 - $39.57 $336,352 - $368,990	-9,325 Reduced 96.77%	311 $11,000
Q3 2022 Nov 14, 2022	SELL	$36.57 - $40.81 $170,964 - $190,786	-4,675 Reduced 32.67%	9,636 $353,000
Q2 2022 Aug 09, 2022	SELL	$38.3 - $43.06 $242,362 - $272,483	-6,328 Reduced 30.66%	14,311 $558,000
Q1 2022 May 13, 2022	BUY	$41.74 - $45.45 $98,756 - $107,534	2,366 Added 12.95%	20,639 $886,000
Q4 2021 Feb 17, 2022	BUY	$44.53 - $46.0 $813,696 - $840,558	18,273 New	18,273 $831,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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New Edge Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History