Rtd Financial Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 8,763 shares of AOM stock, worth $385,396. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,763

Previous 11,765 25.52%

Holding current value

$385,396

Previous $530,000 28.3%

% of portfolio

0.05%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$43.44 - $45.05 $130,406 - $135,240	-3,002 Reduced 25.52%	8,763 $380,000
Q3 2024 Oct 30, 2024	SELL	$42.66 - $45.18 $2,730 - $2,891	-64 Reduced 0.54%	11,765 $530,000
Q2 2024 Jul 22, 2024	BUY	$41.17 - $43.25 $2,099 - $2,205	51 Added 0.43%	11,829 $508,000
Q1 2024 Apr 19, 2024	SELL	$40.86 - $42.78 $898 - $941	-22 Reduced 0.19%	11,778 $503,000
Q4 2023 Jan 17, 2024	SELL	$37.83 - $41.78 $108,382 - $119,699	-2,865 Reduced 19.54%	11,800 $489,000
Q3 2023 Oct 19, 2023	SELL	$38.81 - $40.84 $33,958 - $35,735	-875 Reduced 5.63%	14,665 $570,000
Q2 2023 Jul 13, 2023	BUY	$39.32 - $40.55 $241,700 - $249,260	6,147 Added 65.44%	15,540 $627,000
Q1 2023 Apr 18, 2023	SELL	$38.2 - $40.45 $611 - $647	-16 Reduced 0.17%	9,393 $374,000
Q4 2022 Jan 24, 2023	SELL	$36.07 - $39.57 $313,664 - $344,100	-8,696 Reduced 48.03%	9,409 $0
Q3 2022 Oct 12, 2022	SELL	$36.57 - $40.81 $95,447 - $106,514	-2,610 Reduced 12.6%	18,105 $663,000
Q2 2022 Jul 21, 2022	SELL	$38.3 - $43.06 $35,848 - $40,304	-936 Reduced 4.32%	20,715 $807,000
Q1 2022 May 03, 2022	BUY	$41.74 - $45.45 $45,246 - $49,267	1,084 Added 5.27%	21,651 $930,000
Q4 2021 May 02, 2022	BUY	$44.53 - $46.0 $915,848 - $946,082	20,567 New	20,567 $935,000

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

Ticker AOM
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Rtd Financial Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History