Robertson Stephens Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
$38.3 - $43.06 $220,224 - $247,595
-5,750 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$41.74 - $45.45 $41,740 - $45,450
-1,000 Reduced 14.81%
5,750 $247,000
Q1 2021

May 07, 2021
SELL
$42.87 - $44.08 $780,962 - $803,005
-18,217 Reduced 72.96%
6,750 $293,000
Q4 2020

Feb 10, 2021
BUY
$40.42 - $43.32 $1.01 Million - $1.08 Million
24,967 New
24,967 $1.08 Million

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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