Plan Group Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q3 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Plan Group Financial, LLC holds 27,344 shares of AOM stock, worth $1.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
27,344
Previous 29,161 6.23%
Holding current value
$1.2 Million
Previous $1.25 Million 1.67%
% of portfolio
0.66%
Previous 0.77%

Shares

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

Oct 22, 2024
SELL
$42.66 - $45.18 $77,513 - $82,092
-1,817 Reduced 6.23%
27,344 $1.23 Million
Q2 2024

Aug 05, 2024
BUY
$41.17 - $43.25 $168,385 - $176,892
4,090 Added 16.31%
29,161 $1.25 Million
Q1 2024

Apr 26, 2024
BUY
$40.86 - $42.78 $68,726 - $71,955
1,682 Added 7.19%
25,071 $1.07 Million
Q4 2023

Jan 29, 2024
SELL
$37.83 - $41.78 $45,849 - $50,637
-1,212 Reduced 4.93%
23,389 $970,000
Q3 2023

Nov 13, 2023
BUY
$38.81 - $40.84 $954,764 - $1 Million
24,601 New
24,601 $957,000

Others Institutions Holding AOM

# of Institutions
254
Shares Held
11.5M
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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