Simpli Fi, Inc. Ishares Tr Core Moderate Alloc Transaction History

Simpli Fi, Inc.

$181 Million
Q3 2025

A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Simpli Fi, Inc. holds 8,312 shares of AOM stock, worth $394,820. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,312

Previous 8,443 1.55%

Holding current value

$394,820

Previous $388,000 1.8%

% of portfolio

0.22%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$45.4 - $47.61 $5,947 - $6,236	-131 Reduced 1.55%	8,312 $395,000
Q2 2025 Jul 18, 2025	BUY	$41.55 - $46.04 $1,412 - $1,565	34 Added 0.4%	8,443 $388,000
Q1 2025 Apr 28, 2025	BUY	$42.93 - $44.71 $3,090 - $3,219	72 Added 0.86%	8,409 $368,000
Q4 2024 Jan 23, 2025	SELL	$43.44 - $45.05 $32,058 - $33,246	-738 Reduced 8.13%	8,337 $362,000
Q3 2024 Oct 22, 2024	BUY	$42.66 - $45.18 $3,242 - $3,433	76 Added 0.84%	9,075 $409,000
Q2 2024 Jul 25, 2024	SELL	$41.17 - $43.25 $109,224 - $114,742	-2,653 Reduced 22.77%	8,999 $387,000
Q1 2024 Apr 22, 2024	BUY	$40.86 - $42.78 $29,092 - $30,459	712 Added 6.51%	11,652 $498,000
Q3 2023 Oct 10, 2023	SELL	$38.81 - $40.84 $4,579 - $4,819	-118 Reduced 1.07%	10,940 $425,000
Q2 2023 Jul 17, 2023	BUY	$39.32 - $40.55 $91,615 - $94,481	2,330 Added 26.7%	11,058 $446,000
Q1 2023 Apr 19, 2023	BUY	$38.2 - $40.45 $71,166 - $75,358	1,863 Added 27.14%	8,728 $347,000
Q4 2022 Jan 23, 2023	SELL	$36.07 - $39.57 $160,727 - $176,323	-4,456 Reduced 39.36%	6,865 $0
Q3 2022 Oct 18, 2022	BUY	$36.57 - $40.81 $2,194 - $2,448	60 Added 0.53%	11,321 $414,000
Q2 2022 Jul 20, 2022	BUY	$38.3 - $43.06 $15,128 - $17,008	395 Added 3.64%	11,261 $439,000
Q1 2022 Apr 14, 2022	SELL	$41.74 - $45.45 $250 - $272	-6 Reduced 0.06%	10,866 $467,000
Q4 2021 Jan 20, 2022	BUY	$44.53 - $46.0 $183,107 - $189,152	4,112 Added 60.83%	10,872 $494,000
Q3 2021 Oct 14, 2021	BUY	$44.74 - $45.93 $14,272 - $14,651	319 Added 4.95%	6,760 $302,000
Q2 2021 Jul 21, 2021	BUY	$43.8 - $45.14 $282,115 - $290,746	6,441 New	6,441 $290,000

Others Institutions Holding AOM

# of Institutions

287

Shares Held

11.7M

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 Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account