Smith Anglin Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Smith Anglin Financial, LLC

$1.04 Billion
Q4 2024

A detailed history of Smith Anglin Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Smith Anglin Financial, LLC holds 51,142 shares of AOM stock, worth $2.25 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

51,142

Previous 50,860 0.55%

Holding current value

$2.25 Million

Previous $2.29 Million 3.18%

% of portfolio

0.21%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$43.44 - $45.05 $12,250 - $12,704	282 Added 0.55%	51,142 $2.22 Million
Q3 2024 Oct 07, 2024	SELL	$42.66 - $45.18 $3,156 - $3,343	-74 Reduced 0.15%	50,860 $2.29 Million
Q2 2024 Jul 10, 2024	BUY	$41.17 - $43.25 $5,352 - $5,622	130 Added 0.26%	50,934 $2.19 Million
Q1 2024 Apr 24, 2024	SELL	$40.86 - $42.78 $463,474 - $485,253	-11,343 Reduced 18.25%	50,804 $2.17 Million
Q4 2023 Jan 17, 2024	SELL	$37.83 - $41.78 $1,210 - $1,336	-32 Reduced 0.05%	62,147 $2.58 Million
Q3 2023 Oct 11, 2023	BUY	$38.81 - $40.84 $13,117 - $13,803	338 Added 0.55%	62,179 $2.42 Million
Q2 2023 Jul 10, 2023	SELL	$39.32 - $40.55 $42,072 - $43,388	-1,070 Reduced 1.7%	61,841 $2.5 Million
Q1 2023 Apr 11, 2023	BUY	$38.2 - $40.45 $317,060 - $335,735	8,300 Added 15.2%	62,911 $2.51 Million
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $1.97 Million - $2.16 Million	54,611 New	54,611 $2.08 Million

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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Smith Anglin Financial, LLC Ishares Tr Core Moderate Alloc Transaction History