A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Oxford Financial Group LTD holds 552 shares of AOM stock, worth $23,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
552
Previous 552 -0.0%
Holding current value
$23,702
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$37.83 - $41.78 $14,299 - $15,792
-378 Reduced 40.65%
552 $22,000
Q2 2022

Aug 11, 2022

SELL
$38.3 - $43.06 $4,021 - $4,521
-105 Reduced 10.14%
930 $36,000
Q3 2021

Nov 12, 2021

SELL
$44.74 - $45.93 $5,279 - $5,419
-118 Reduced 10.23%
1,035 $46,000
Q1 2021

May 10, 2021

BUY
$42.87 - $44.08 $26,579 - $27,329
620 Added 116.32%
1,153 $50,000
Q4 2020

Feb 10, 2021

BUY
$40.42 - $43.32 $21,543 - $23,089
533 New
533 $23,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
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