Spire Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Spire Wealth Management holds 1,192 shares of AOM stock, worth $52,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,192

Previous 1,294 7.88%

Holding current value

$52,150

Previous $55,000 3.64%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$42.66 - $45.18 $4,351 - $4,608	-102 Reduced 7.88%	1,192 $53,000
Q2 2024 Jul 31, 2024	SELL	$41.17 - $43.25 $6,998 - $7,352	-170 Reduced 11.61%	1,294 $55,000
Q1 2024 Apr 24, 2024	SELL	$40.86 - $42.78 $7,068 - $7,400	-173 Reduced 10.57%	1,464 $62,000
Q4 2023 Feb 06, 2024	SELL	$37.83 - $41.78 $103,048 - $113,808	-2,724 Reduced 62.46%	1,637 $67,000
Q3 2023 Nov 08, 2023	SELL	$38.81 - $40.84 $601,011 - $632,448	-15,486 Reduced 78.03%	4,361 $169,000
Q2 2023 Aug 09, 2023	SELL	$39.32 - $40.55 $16,435 - $16,949	-418 Reduced 2.06%	19,847 $802,000
Q1 2023 May 09, 2023	SELL	$38.2 - $40.45 $12,797 - $13,550	-335 Reduced 1.63%	20,265 $807,000
Q4 2022 Feb 03, 2023	SELL	$36.07 - $39.57 $17,349 - $19,033	-481 Reduced 2.28%	20,600 $783,000
Q3 2022 Nov 07, 2022	SELL	$36.57 - $40.81 $39,715 - $44,319	-1,086 Reduced 4.9%	21,081 $772,000
Q2 2022 Jul 22, 2022	SELL	$38.3 - $43.06 $125,317 - $140,892	-3,272 Reduced 12.86%	22,167 $864,000
Q1 2022 Apr 18, 2022	SELL	$41.74 - $45.45 $30,136 - $32,814	-722 Reduced 2.76%	25,439 $1.09 Million
Q4 2021 Jan 14, 2022	BUY	$44.53 - $46.0 $166,453 - $171,948	3,738 Added 16.67%	26,161 $1.19 Million
Q3 2021 Oct 22, 2021	BUY	$44.74 - $45.93 $147,999 - $151,936	3,308 Added 17.31%	22,423 $1.01 Million
Q2 2021 Jul 26, 2021	BUY	$43.8 - $45.14 $83,001 - $85,540	1,895 Added 11.0%	19,115 $915,000
Q1 2021 May 21, 2021	BUY	$42.87 - $44.08 $732,948 - $753,635	17,097 Added 13900.0%	17,220 $750,000
Q1 2021 May 07, 2021	BUY	$42.87 - $44.08 $5,273 - $5,421	123 New	123 $5,000

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
Sector ETFs
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Spire Wealth Management Ishares Tr Core Moderate Alloc Transaction History