Sightline Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,724 shares of AOM stock, worth $273,034. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,724
Previous 5,388 6.24%
Holding current value
$273,034
Previous $248,000 9.68%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$45.4 - $47.61 $15,254 - $15,996
336 Added 6.24%
5,724 $272,000
Q2 2025

Jul 15, 2025
BUY
$41.55 - $46.04 $223,871 - $248,063
5,388 New
5,388 $248,000

Others Institutions Holding AOM

# of Institutions
288
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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