Private Client Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Private Client Services, LLC

  • $202 Billion
  • Q1 2025

A detailed history of Private Client Services, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Private Client Services, LLC holds 5,165 shares of AOM stock, worth $231,288. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,165
Previous 5,662 8.78%
Holding current value
$231,288
Previous $246 Million 7.85%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$42.93 - $44.71 $21,336 - $22,220
-497 Reduced 8.78%
5,165 $227 Million
Q4 2024

Jan 08, 2025
BUY
$43.44 - $45.05 $245,957 - $255,073
5,662 New
5,662 $246 Million

About ISHARES TR CORE MODERATE ALLOC

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