Ritholtz Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ritholtz Wealth Management holds 21,078 shares of AOM stock, worth $931,015. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,078

Previous 21,269 0.9%

Holding current value

$931,015

Previous $959,000 4.59%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$43.44 - $45.05 $8,297 - $8,604	-191 Reduced 0.9%	21,078 $915,000
Q3 2024 Oct 10, 2024	SELL	$42.66 - $45.18 $63,776 - $67,544	-1,495 Reduced 6.57%	21,269 $959,000
Q2 2024 Jul 31, 2024	SELL	$41.17 - $43.25 $28,489 - $29,929	-692 Reduced 2.95%	22,764 $979,000
Q1 2024 Apr 24, 2024	SELL	$40.86 - $42.78 $245 - $256	-6 Reduced 0.03%	23,456 $1 Million
Q4 2023 Jan 18, 2024	BUY	$37.83 - $41.78 $62,532 - $69,062	1,653 Added 7.58%	23,462 $973,000
Q3 2023 Oct 13, 2023	SELL	$38.81 - $40.84 $47,930 - $50,437	-1,235 Reduced 5.36%	21,809 $849,000
Q2 2023 Jul 14, 2023	BUY	$39.32 - $40.55 $71,483 - $73,719	1,818 Added 8.56%	23,044 $931,000
Q1 2023 Apr 19, 2023	BUY	$38.2 - $40.45 $44,503 - $47,124	1,165 Added 5.81%	21,226 $846,000
Q4 2022 Jan 18, 2023	SELL	$36.07 - $39.57 $173,713 - $190,569	-4,816 Reduced 19.36%	20,061 $0
Q3 2022 Oct 18, 2022	SELL	$36.57 - $40.81 $669,194 - $746,782	-18,299 Reduced 42.38%	24,877 $911,000
Q2 2022 Jul 15, 2022	BUY	$38.3 - $43.06 $724,597 - $814,652	18,919 Added 77.99%	43,176 $1.68 Million
Q1 2022 Apr 14, 2022	SELL	$41.74 - $45.45 $5,175 - $5,635	-124 Reduced 0.51%	24,257 $1.04 Million
Q4 2021 Jan 18, 2022	BUY	$44.53 - $46.0 $13,269 - $13,708	298 Added 1.24%	24,381 $1.11 Million
Q3 2021 Oct 14, 2021	SELL	$44.74 - $45.93 $69,839 - $71,696	-1,561 Reduced 6.09%	24,083 $1.08 Million
Q2 2021 Jul 20, 2021	SELL	$43.8 - $45.14 $16,906 - $17,424	-386 Reduced 1.48%	25,644 $1.16 Million
Q1 2021 May 12, 2021	BUY	$42.87 - $44.08 $99,544 - $102,353	2,322 Added 9.79%	26,030 $1.13 Million
Q4 2020 Jan 19, 2021	BUY	$40.42 - $43.32 $19,684 - $21,096	487 Added 2.1%	23,708 $1.02 Million
Q3 2020 Oct 23, 2020	BUY	$39.91 - $42.11 $135,135 - $142,584	3,386 Added 17.07%	23,221 $953,000
Q2 2020 Jul 15, 2020	BUY	$35.99 - $40.49 $84,468 - $95,030	2,347 Added 13.42%	19,835 $791,000
Q1 2020 Apr 09, 2020	BUY	$34.02 - $40.94 $20,514 - $24,686	603 Added 3.57%	17,488 $642,000
Q4 2019 Jan 17, 2020	SELL	$38.71 - $40.3 $33,832 - $35,222	-874 Reduced 4.92%	16,885 $678,000
Q3 2019 Oct 17, 2019	BUY	$38.32 - $39.31 $47,095 - $48,311	1,229 Added 7.43%	17,759 $698,000
Q2 2019 Jul 15, 2019	BUY	$37.75 - $39.08 $181,237 - $187,623	4,801 Added 40.93%	16,530 $645,000
Q1 2019 Apr 12, 2019	SELL	$35.53 - $38.06 $40,113 - $42,969	-1,129 Reduced 8.78%	11,729 $446,000
Q4 2018 Jan 18, 2019	BUY	$35.24 - $37.92 $205,308 - $220,921	5,826 Added 82.85%	12,858 $459,000
Q3 2018 Oct 12, 2018	BUY	$37.2 - $38.08 $261,590 - $267,778	7,032 New	7,032 $266,000

Others Institutions Holding AOM

# of Institutions

277

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Ritholtz Wealth Management Ishares Tr Core Moderate Alloc Transaction History