Prosperity Consulting Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Prosperity Consulting Group, LLC

$1.27 Billion
Q1 2025

A detailed history of Prosperity Consulting Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 24,778 shares of AOM stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

24,778

Previous 19,872 24.69%

Holding current value

$1.11 Million

Previous $863,000 25.96%

% of portfolio

0.09%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$42.93 - $44.71 $210,614 - $219,347	4,906 Added 24.69%	24,778 $1.09 Million
Q4 2024 Feb 14, 2025	SELL	$43.44 - $45.05 $21,459 - $22,254	-494 Reduced 2.43%	19,872 $863,000
Q3 2024 Oct 15, 2024	BUY	$42.66 - $45.18 $171,962 - $182,120	4,031 Added 24.68%	20,366 $918,000
Q2 2024 Aug 08, 2024	BUY	$41.17 - $43.25 $246,073 - $258,505	5,977 Added 57.7%	16,335 $702,000
Q1 2024 May 01, 2024	BUY	$40.86 - $42.78 $155,594 - $162,906	3,808 Added 58.14%	10,358 $443,000
Q4 2023 Feb 13, 2024	BUY	$37.83 - $41.78 $247,786 - $273,659	6,550 New	6,550 $271,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Prosperity Consulting Group, LLC Ishares Tr Core Moderate Alloc Transaction History