Silver Oak Securities, Inc Ishares Tr Core Moderate Alloc Transaction History

Silver Oak Securities, Inc

$899 Million
Q3 2024

A detailed history of Silver Oak Securities, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Silver Oak Securities, Inc holds 13,422 shares of AOM stock, worth $587,212. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,422

Previous 11,551 16.2%

Holding current value

$587,212

Previous $496,000 21.98%

% of portfolio

0.07%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$42.66 - $45.18 $79,816 - $84,531	1,871 Added 16.2%	13,422 $605,000
Q2 2024 Jul 12, 2024	SELL	$41.17 - $43.25 $24,166 - $25,387	-587 Reduced 4.84%	11,551 $496,000
Q1 2024 May 10, 2024	SELL	$40.86 - $42.78 $85,560 - $89,581	-2,094 Reduced 14.71%	12,138 $519,000
Q4 2023 Feb 05, 2024	BUY	$37.83 - $41.78 $244,760 - $270,316	6,470 Added 83.35%	14,232 $590,000
Q3 2023 Nov 20, 2023	SELL	$38.81 - $40.84 $143,053 - $150,536	-3,686 Reduced 32.2%	7,762 $302,000
Q2 2023 Aug 02, 2023	BUY	$39.32 - $40.55 $1,454 - $1,500	37 Added 0.32%	11,448 $462,000
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $435,900 - $461,574	11,411 New	11,411 $455,000
Q3 2022 Oct 23, 2023	SELL	$36.57 - $40.81 $134,797 - $150,425	-3,686 Reduced 32.2%	7,762 $288,000
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $210,228 - $236,356	-5,489 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$41.74 - $45.45 $229,110 - $249,475	5,489 New	5,489 $231,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Silver Oak Securities, Inc Ishares Tr Core Moderate Alloc Transaction History