Philip James Wealth Mangement, LLC Ishares Tr Core Moderate Alloc Transaction History

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,788 shares of AOM stock, worth $220,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,788

Previous 5,588 14.32%

Holding current value

$220,200

Previous $243 Million 13.45%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$42.93 - $44.71 $34,344 - $35,768	-800 Reduced 14.32%	4,788 $210 Million
Q4 2024 Jan 31, 2025	BUY	$43.44 - $45.05 $5,169 - $5,360	119 Added 2.18%	5,588 $243 Million
Q3 2024 Oct 31, 2024	BUY	$42.66 - $45.18 $2,986 - $3,162	70 Added 1.3%	5,469 $247 Million
Q2 2024 Jul 23, 2024	SELL	$41.17 - $43.25 $3,581 - $3,762	-87 Reduced 1.59%	5,399 $232 Million
Q1 2024 Apr 29, 2024	SELL	$40.86 - $42.78 $3,922 - $4,106	-96 Reduced 1.72%	5,486 $235 Million
Q4 2023 Jan 29, 2024	BUY	$37.83 - $41.78 $211,167 - $233,215	5,582 New	5,582 $232 Million

Others Institutions Holding AOM

# of Institutions

284

Shares Held

11.6M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Philip James Wealth Mangement, LLC Ishares Tr Core Moderate Alloc Transaction History