A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,967 shares of AOM stock, worth $521,641. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,967
Previous 9,532 25.55%
Holding current value
$521,641
Previous $409,000 31.78%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$42.66 - $45.18 $103,877 - $110,013
2,435 Added 25.55%
11,967 $539,000
Q1 2024

May 15, 2024

BUY
$40.86 - $42.78 $1,797 - $1,882
44 Added 0.46%
9,532 $407,000
Q3 2023

Nov 13, 2023

BUY
$38.81 - $40.84 $74,942 - $78,862
1,931 Added 25.55%
9,488 $369,000
Q1 2023

May 15, 2023

BUY
$38.2 - $40.45 $6,417 - $6,795
168 Added 2.27%
7,557 $301,000
Q4 2022

Feb 15, 2023

SELL
$36.07 - $39.57 $1.14 Million - $1.25 Million
-31,598 Reduced 81.05%
7,389 $280,000
Q3 2022

Nov 10, 2022

BUY
$36.57 - $40.81 $414,557 - $462,622
11,336 Added 41.0%
38,987 $1.43 Million
Q2 2022

Aug 04, 2022

SELL
$38.3 - $43.06 $465,536 - $523,394
-12,155 Reduced 30.54%
27,651 $1.08 Million
Q1 2022

May 02, 2022

SELL
$41.74 - $45.45 $441,233 - $480,451
-10,571 Reduced 20.98%
39,806 $1.71 Million
Q4 2021

Feb 08, 2022

BUY
$44.53 - $46.0 $899,149 - $928,832
20,192 Added 66.89%
50,377 $2.29 Million
Q3 2021

Nov 12, 2021

BUY
$44.74 - $45.93 $46,440 - $47,675
1,038 Added 3.56%
30,185 $1.35 Million
Q2 2021

Aug 13, 2021

BUY
$43.8 - $45.14 $167,841 - $172,976
3,832 Added 15.14%
29,147 $1.31 Million
Q1 2021

May 14, 2021

BUY
$42.87 - $44.08 $202,732 - $208,454
4,729 Added 22.97%
25,315 $1.1 Million
Q4 2020

Feb 11, 2021

BUY
$40.42 - $43.32 $64,874 - $69,528
1,605 Added 8.46%
20,586 $889,000
Q3 2020

Oct 30, 2020

SELL
$39.91 - $42.11 $33,125 - $34,951
-830 Reduced 4.19%
18,981 $779,000
Q2 2020

Aug 06, 2020

BUY
$35.99 - $40.49 $37,681 - $42,393
1,047 Added 5.58%
19,811 $790,000
Q4 2019

Jan 17, 2020

BUY
$38.71 - $40.3 $9,290 - $9,672
240 Added 1.3%
18,764 $753,000
Q3 2019

Oct 30, 2019

SELL
$38.32 - $39.31 $54,222 - $55,623
-1,415 Reduced 7.1%
18,524 $727,000
Q2 2019

Jul 25, 2019

BUY
$37.75 - $39.08 $3,888 - $4,025
103 Added 0.52%
19,939 $778,000
Q1 2019

Apr 30, 2019

BUY
$35.53 - $38.06 $60,507 - $64,816
1,703 Added 9.39%
19,836 $754,000
Q4 2018

Jan 15, 2019

BUY
$35.24 - $37.92 $3,347 - $3,602
95 Added 0.53%
18,133 $647,000
Q3 2018

Oct 23, 2018

BUY
$37.2 - $38.08 $5,133 - $5,255
138 Added 0.77%
18,038 $683,000
Q4 2016

Nov 22, 2017

BUY
N/A
17,900
17,900 $630,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
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