Pacific Capital Wealth Advisors, Inc Ishares Tr Core Moderate Alloc Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024
Number of Shares
0
Previous 0 NaN%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$42.66 - $45.18 $0 - $0
0 New
0 $0
Q2 2024

Aug 06, 2024
SELL
$41.17 - $43.25 $20,667 - $21,711
-502 Closed
0 $0
Q4 2023

Feb 06, 2024
BUY
$37.83 - $41.78 $18,990 - $20,973
502 New
502 $20,000
Q4 2020

Feb 16, 2021
SELL
$40.42 - $43.32 $74,777 - $80,142
-1,850 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$39.91 - $42.11 $73,833 - $77,903
1,850 New
1,850 $76,000

Others Institutions Holding AOM

# of Institutions
251
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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