A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 18,713 shares of AOM stock, worth $815,699. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,713
Previous 17,616 6.23%
Holding current value
$815,699
Previous $757,000 11.49%
% of portfolio
0.2%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$42.66 - $45.18 $46,798 - $49,562
1,097 Added 6.23%
18,713 $844,000
Q2 2024

Jul 15, 2024

BUY
$41.17 - $43.25 $6,875 - $7,222
167 Added 0.96%
17,616 $757,000
Q1 2024

Apr 15, 2024

SELL
$40.86 - $42.78 $1,552 - $1,625
-38 Reduced 0.22%
17,449 $746,000
Q4 2023

Feb 06, 2024

BUY
$37.83 - $41.78 $23,984 - $26,488
634 Added 3.76%
17,487 $725,000
Q3 2023

Nov 03, 2023

SELL
$38.81 - $40.84 $54,838 - $57,706
-1,413 Reduced 7.74%
16,853 $656,000
Q2 2023

Jul 31, 2023

BUY
$39.32 - $40.55 $393 - $405
10 Added 0.05%
18,266 $738,000
Q1 2023

May 04, 2023

BUY
$38.2 - $40.45 $42,172 - $44,656
1,104 Added 6.44%
18,256 $727,000
Q4 2022

Feb 13, 2023

BUY
$36.07 - $39.57 $25,176 - $27,619
698 Added 4.24%
17,152 $651,000
Q3 2022

Nov 14, 2022

SELL
$36.57 - $40.81 $35,107 - $39,177
-960 Reduced 5.51%
16,454 $602,000
Q2 2022

Aug 15, 2022

SELL
$38.3 - $43.06 $103,180 - $116,003
-2,694 Reduced 13.4%
17,414 $678,000
Q1 2022

May 16, 2022

BUY
$41.74 - $45.45 $80,349 - $87,491
1,925 Added 10.59%
20,108 $864,000
Q4 2021

Feb 15, 2022

BUY
$44.53 - $46.0 $159,640 - $164,910
3,585 Added 24.56%
18,183 $827,000
Q3 2021

Nov 12, 2021

BUY
$44.74 - $45.93 $303,247 - $311,313
6,778 Added 86.68%
14,598 $653,000
Q1 2021

May 17, 2021

BUY
$42.87 - $44.08 $335,243 - $344,705
7,820 New
7,820 $341,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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