Steel Peak Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 17,566 shares of AOM stock, worth $771,850. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,566

Previous 17,289 1.6%

Holding current value

$771,850

Previous $743,000 6.59%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$42.66 - $45.18 $11,816 - $12,514	277 Added 1.6%	17,566 $792,000
Q2 2024 Jul 16, 2024	BUY	$41.17 - $43.25 $15,644 - $16,435	380 Added 2.25%	17,289 $743,000
Q1 2024 Apr 17, 2024	BUY	$40.86 - $42.78 $34,199 - $35,806	837 Added 5.21%	16,909 $723,000
Q4 2023 Jan 23, 2024	SELL	$37.83 - $41.78 $13,845 - $15,291	-366 Reduced 2.23%	16,072 $667,000
Q3 2023 Nov 02, 2023	SELL	$38.81 - $40.84 $37,839 - $39,819	-975 Reduced 5.6%	16,438 $639,000
Q2 2023 Aug 02, 2023	SELL	$39.32 - $40.55 $1,690 - $1,743	-43 Reduced 0.25%	17,413 $703,000
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $26,510 - $28,072	694 Added 4.14%	17,456 $695,000
Q4 2022 Jan 25, 2023	SELL	$36.07 - $39.57 $9,161 - $10,050	-254 Reduced 1.49%	16,762 $0
Q3 2022 Oct 26, 2022	SELL	$36.57 - $40.81 $15,103 - $16,854	-413 Reduced 2.37%	17,016 $623,000
Q2 2022 Aug 02, 2022	SELL	$38.3 - $43.06 $20,490 - $23,037	-535 Reduced 2.98%	17,429 $679,000
Q1 2022 May 10, 2022	SELL	$41.74 - $45.45 $62,276 - $67,811	-1,492 Reduced 7.67%	17,964 $772,000
Q4 2021 Jan 31, 2022	BUY	$44.53 - $46.0 $2,449 - $2,530	55 Added 0.28%	19,456 $885,000
Q3 2021 Nov 15, 2021	BUY	$44.74 - $45.93 $3,087 - $3,169	69 Added 0.36%	19,401 $868,000
Q2 2021 Aug 13, 2021	SELL	$43.8 - $45.14 $41,172 - $42,431	-940 Reduced 4.64%	19,332 $871,000
Q1 2021 May 18, 2021	SELL	$42.87 - $44.08 $54,873 - $56,422	-1,280 Reduced 5.94%	20,272 $883,000
Q4 2020 Feb 04, 2021	BUY	$40.42 - $43.32 $2,384 - $2,555	59 Added 0.27%	21,552 $931,000
Q3 2020 Oct 26, 2020	SELL	$39.91 - $42.11 $838 - $884	-21 Reduced 0.1%	21,493 $882,000
Q2 2020 Jul 21, 2020	BUY	$35.99 - $40.49 $774,288 - $871,101	21,514 New	21,514 $858,000

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Steel Peak Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History