Raymond James Financial Services Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 41,148 shares of AOM stock, worth $1.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

41,148

Previous 43,892 6.25%

Holding current value

$1.81 Million

Previous $1.89 Million 1.64%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$42.66 - $45.18 $117,059 - $123,973	-2,744 Reduced 6.25%	41,148 $1.86 Million
Q2 2024 Jul 19, 2024	SELL	$41.17 - $43.25 $239,815 - $251,931	-5,825 Reduced 11.72%	43,892 $1.89 Million
Q1 2024 Apr 22, 2024	SELL	$40.86 - $42.78 $1.18 Million - $1.23 Million	-28,858 Reduced 36.73%	49,717 $2.13 Million
Q4 2023 Jan 16, 2024	BUY	$37.83 - $41.78 $1.19 Million - $1.32 Million	31,542 Added 67.06%	78,575 $3.26 Million
Q3 2023 Oct 24, 2023	SELL	$38.81 - $40.84 $290,686 - $305,891	-7,490 Reduced 13.74%	47,033 $1.83 Million
Q2 2023 Jul 25, 2023	SELL	$39.32 - $40.55 $35,977 - $37,103	-915 Reduced 1.65%	54,523 $2.2 Million
Q1 2023 Apr 14, 2023	SELL	$38.2 - $40.45 $2.49 Million - $2.64 Million	-65,239 Reduced 54.06%	55,438 $2.21 Million
Q4 2022 Feb 08, 2023	BUY	$36.07 - $39.57 $1.9 Million - $2.09 Million	52,759 Added 77.68%	120,677 $4.59 Million
Q3 2022 Oct 25, 2022	BUY	$36.57 - $40.81 $503,093 - $561,423	13,757 Added 25.4%	67,918 $2.49 Million
Q2 2022 Aug 12, 2022	SELL	$38.3 - $43.06 $741,832 - $834,029	-19,369 Reduced 26.34%	54,161 $2.11 Million
Q1 2022 May 11, 2022	BUY	$41.74 - $45.45 $518,452 - $564,534	12,421 Added 20.33%	73,530 $3.16 Million
Q4 2021 Feb 08, 2022	SELL	$44.53 - $46.0 $135,460 - $139,932	-3,042 Reduced 4.74%	61,109 $2.78 Million
Q3 2021 Nov 02, 2021	SELL	$44.74 - $45.93 $255,241 - $262,030	-5,705 Reduced 8.17%	64,151 $2.87 Million
Q2 2021 Aug 11, 2021	SELL	$43.8 - $45.14 $49,012 - $50,511	-1,119 Reduced 1.58%	69,856 $3.15 Million
Q1 2021 May 14, 2021	BUY	$42.87 - $44.08 $740,193 - $761,085	17,266 Added 32.15%	70,975 $3.09 Million
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $184,961 - $198,232	4,576 Added 9.31%	53,709 $2.32 Million
Q3 2020 Nov 04, 2020	SELL	$39.91 - $42.11 $173,608 - $183,178	-4,350 Reduced 8.13%	49,133 $2.02 Million
Q2 2020 Jul 17, 2020	BUY	$35.99 - $40.49 $314,768 - $354,125	8,746 Added 19.55%	53,483 $2.13 Million
Q1 2020 Apr 21, 2020	SELL	$34.02 - $40.94 $910,681 - $1.1 Million	-26,769 Reduced 37.44%	44,737 $1.64 Million
Q4 2019 Feb 12, 2020	BUY	$38.71 - $40.3 $567,914 - $591,241	14,671 Added 25.81%	71,506 $2.87 Million
Q3 2019 Nov 07, 2019	BUY	$38.32 - $39.31 $29,468 - $30,229	769 Added 1.37%	56,835 $2.23 Million
Q2 2019 Aug 06, 2019	SELL	$37.75 - $39.08 $875,988 - $906,851	-23,205 Reduced 29.27%	56,066 $2.19 Million
Q1 2019 May 06, 2019	SELL	$35.53 - $38.06 $2.65 Million - $2.84 Million	-74,552 Reduced 48.47%	79,271 $3.02 Million
Q4 2018 Feb 11, 2019	BUY	$35.24 - $37.92 $3.39 Million - $3.65 Million	96,157 Added 166.75%	153,823 $5.49 Million
Q3 2018 Nov 14, 2018	SELL	$37.2 - $38.08 $186,260 - $190,666	-5,007 Reduced 7.99%	57,666 $2.19 Million
Q2 2018 Jul 30, 2018	SELL	$37.34 - $37.89 $785,894 - $797,470	-21,047 Reduced 25.14%	62,673 $2.35 Million
Q1 2018 Apr 16, 2018	SELL	$37.16 - $39.0 $1.32 Million - $1.39 Million	-35,643 Reduced 29.86%	83,720 $3.16 Million
Q4 2017 Feb 09, 2018	SELL	$37.87 - $38.74 $336,361 - $344,088	-8,882 Reduced 6.93%	119,363 $4.54 Million
Q3 2017 Oct 26, 2017	SELL	$37.81 - $37.97 $152,676 - $153,322	-4,038 Reduced 3.05%	128,245 $4.87 Million
Q2 2017 Aug 15, 2017	BUY	N/A	132,283	132,283 $4.93 Million

Others Institutions Holding AOM

# of Institutions

254

Shares Held

11.5M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Raymond James Financial Services Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History