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

Private Client Services, LLC

  • $257 Billion
  • Q2 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 5,529 shares of AOM stock, worth $254,278. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,529
Previous 5,165 7.05%
Holding current value
$254,278
Previous $227 Million 12.32%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
BUY
$41.55 - $46.04 $15,124 - $16,758
364 Added 7.05%
5,529 $255 Million
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

Others Institutions Holding AOM

# of Institutions
283
Shares Held
11.7M
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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