Reston Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Reston Wealth Management LLC

$246 Million
Q1 2024

A detailed history of Reston Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Reston Wealth Management LLC holds 19,827 shares of AOM stock, worth $855,931. This represents 0.34% of its overall portfolio holdings.

Number of Shares

19,827

Previous 20,447 3.03%

Holding current value

$855,931

Previous $848,000 -0.0%

% of portfolio

0.34%

Previous 0.39%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$40.86 - $42.78 $25,333 - $26,523	-620 Reduced 3.03%	19,827 $848,000
Q4 2023 Jan 24, 2024	BUY	$37.83 - $41.78 $60,301 - $66,597	1,594 Added 8.45%	20,447 $848,000
Q3 2023 Oct 20, 2023	SELL	$38.81 - $40.84 $564,025 - $593,527	-14,533 Reduced 43.53%	18,853 $733,000
Q2 2023 Aug 07, 2023	SELL	$39.32 - $40.55 $20,643 - $21,288	-525 Reduced 1.55%	33,386 $1.35 Million
Q1 2023 May 08, 2023	BUY	$38.2 - $40.45 $53,900 - $57,074	1,411 Added 4.34%	33,911 $1.35 Million

Q4 2022 Feb 14, 2023	SELL	$36.99 - $39.57 $3,735 - $3,996	-101 Reduced 0.31%	32,500 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$37.23 - $40.81 $679,186 - $744,496	-18,243 Reduced 35.88%	32,601 $1.19 Million
Q2 2022 Jul 28, 2022	SELL	$38.3 - $43.06 $58,522 - $65,795	-1,528 Reduced 2.92%	50,844 $1.98 Million
Q1 2022 May 04, 2022	BUY	$41.74 - $45.45 $9,224 - $10,044	221 Added 0.42%	52,372 $2.25 Million
Q4 2021 Feb 09, 2022	BUY	$44.53 - $46.0 $140,269 - $144,900	3,150 Added 6.43%	52,151 $2.37 Million
Q3 2021 Oct 19, 2021	SELL	$44.74 - $45.93 $4.25 Million - $4.36 Million	-95,007 Reduced 65.97%	49,001 $2.19 Million
Q2 2021 Aug 05, 2021	BUY	$43.8 - $45.14 $1.04 Million - $1.07 Million	23,697 Added 19.7%	144,008 $6.49 Million
Q1 2021 May 10, 2021	SELL	$42.87 - $44.08 $434,444 - $446,706	-10,134 Reduced 7.77%	120,311 $5.24 Million
Q4 2020 Feb 10, 2021	SELL	$40.42 - $43.32 $183,991 - $197,192	-4,552 Reduced 3.37%	130,445 $5.64 Million
Q3 2020 Oct 14, 2020	SELL	$39.91 - $42.11 $28,575 - $30,150	-716 Reduced 0.53%	134,997 $5.54 Million
Q2 2020 Jul 14, 2020	SELL	$35.99 - $40.49 $443,612 - $499,079	-12,326 Reduced 8.33%	135,713 $5.41 Million
Q1 2020 Apr 14, 2020	SELL	$34.02 - $40.94 $1.16 Million - $1.4 Million	-34,094 Reduced 18.72%	148,039 $5.44 Million
Q4 2019 Feb 07, 2020	BUY	$38.71 - $40.3 $756,703 - $787,784	19,548 Added 12.02%	182,133 $7.31 Million
Q3 2019 Oct 25, 2019	BUY	$38.32 - $39.31 $825,987 - $847,327	21,555 Added 15.28%	162,585 $6.39 Million
Q2 2019 Jul 29, 2019	BUY	$37.75 - $39.08 $164,023 - $169,802	4,345 Added 3.18%	141,030 $5.5 Million
Q1 2019 May 03, 2019	BUY	$35.53 - $38.06 $1.69 Million - $1.81 Million	47,667 Added 53.55%	136,685 $5.24 Million
Q4 2018 Feb 12, 2019	BUY	$35.24 - $37.92 $3.14 Million - $3.38 Million	89,018 New	89,018 $3.18 Million

Others Institutions Holding AOM

# of Institutions

241

Shares Held

10.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.

Account

Reston Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History