Soa Wealth Advisors, Llc. Ishares Tr Core Moderate Alloc Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,230 shares of AOM stock, worth $143,638. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,230

Previous 3,230 -0.0%

Holding current value

$143,638

Previous $140,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$43.44 - $45.05 $1,824 - $1,892	42 Added 1.32%	3,230 $140,000
Q3 2024 Oct 08, 2024	SELL	$42.66 - $45.18 $12,414 - $13,147	-291 Reduced 8.36%	3,188 $143,000
Q2 2024 Jul 17, 2024	BUY	$41.17 - $43.25 $535 - $562	13 Added 0.38%	3,479 $149,000
Q1 2024 Apr 10, 2024	SELL	$40.86 - $42.78 $130,956 - $137,109	-3,205 Reduced 48.04%	3,466 $148,000
Q4 2023 Jan 10, 2024	SELL	$37.83 - $41.78 $13,845 - $15,291	-366 Reduced 5.2%	6,671 $276,000
Q3 2023 Oct 10, 2023	BUY	$38.81 - $40.84 $1,707 - $1,796	44 Added 0.63%	7,037 $273,000
Q2 2023 Jul 07, 2023	BUY	$39.32 - $40.55 $471 - $486	12 Added 0.17%	6,993 $282,000
Q1 2023 Apr 28, 2023	BUY	$38.2 - $40.45 $7,258 - $7,685	190 Added 2.8%	6,981 $278,000
Q4 2022 Jan 10, 2023	BUY	$36.07 - $39.57 $396 - $435	11 Added 0.16%	6,791 $0
Q3 2022 Oct 07, 2022	SELL	$36.57 - $40.81 $15,359 - $17,140	-420 Reduced 5.83%	6,780 $248,000
Q2 2022 Jul 13, 2022	BUY	$38.3 - $43.06 $26,235 - $29,496	685 Added 10.51%	7,200 $280,000
Q1 2022 Apr 07, 2022	BUY	$41.74 - $45.45 $584 - $636	14 Added 0.22%	6,515 $279,000
Q4 2021 Jan 13, 2022	BUY	$44.53 - $46.0 $267 - $276	6 Added 0.09%	6,501 $296,000
Q3 2021 Oct 12, 2021	BUY	$44.74 - $45.93 $447 - $459	10 Added 0.15%	6,495 $290,000
Q2 2021 Jul 14, 2021	SELL	$43.8 - $45.14 $10,512 - $10,833	-240 Reduced 3.57%	6,485 $292,000
Q1 2021 Apr 26, 2021	SELL	$42.87 - $44.08 $17,748 - $18,249	-414 Reduced 5.8%	6,725 $292,000
Q4 2020 Mar 10, 2021	BUY	$40.42 - $43.32 $288,558 - $309,261	7,139 New	7,139 $313,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

14.1M

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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Ishares Tr Core Moderate Alloc Transaction History