Ritholtz Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

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 19,699 shares of AOM stock, worth $911,866. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,699

Previous 20,430 3.58%

Holding current value

$911,866

Previous $896,000 1.12%

% of portfolio

0.02%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$41.55 - $46.04 $30,373 - $33,655	-731 Reduced 3.58%	19,699 $906,000
Q1 2025 Apr 16, 2025	SELL	$42.93 - $44.71 $27,818 - $28,972	-648 Reduced 3.07%	20,430 $896,000
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

284

Shares Held

12M

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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Tr Core Moderate Alloc Transaction History