Stifel Financial Corp Ishares Tr Core Moderate Alloc Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Stifel Financial Corp holds 12,878 shares of AOM stock, worth $596,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,878

Previous 31,194 58.72%

Holding current value

$596,122

Previous $1.36 Million 58.3%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$42.93 - $44.71 $786,305 - $818,908	-18,316 Reduced 58.72%	12,878 $565,000
Q4 2024 Feb 13, 2025	BUY	$43.44 - $45.05 $925,489 - $959,790	21,305 Added 215.44%	31,194 $1.36 Million
Q3 2024 Nov 14, 2024	SELL	$42.66 - $45.18 $43,257 - $45,812	-1,014 Reduced 9.3%	9,889 $446,000
Q2 2024 Aug 13, 2024	SELL	$41.17 - $43.25 $6,175 - $6,487	-150 Reduced 1.36%	10,903 $468,000
Q1 2024 May 13, 2024	SELL	$40.86 - $42.78 $593,164 - $621,037	-14,517 Reduced 56.77%	11,053 $472,000
Q4 2023 Feb 12, 2024	BUY	$37.83 - $41.78 $504,046 - $556,676	13,324 Added 108.8%	25,570 $1.06 Million
Q3 2023 Nov 13, 2023	SELL	$38.81 - $40.84 $27,438 - $28,873	-707 Reduced 5.46%	12,246 $476,000
Q2 2023 Aug 14, 2023	SELL	$39.32 - $40.55 $20,485 - $21,126	-521 Reduced 3.87%	12,953 $523,000
Q1 2023 May 12, 2023	SELL	$38.2 - $40.45 $1.1 Million - $1.17 Million	-28,814 Reduced 68.14%	13,474 $537,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $985,793 - $1.08 Million	27,330 Added 182.71%	42,288 $1.61 Million
Q3 2022 Nov 14, 2022	SELL	$36.57 - $40.81 $299,471 - $334,193	-8,189 Reduced 35.38%	14,958 $548,000
Q2 2022 Aug 15, 2022	BUY	$38.3 - $43.06 $394,643 - $443,690	10,304 Added 80.23%	23,147 $902,000
Q1 2022 May 13, 2022	SELL	$41.74 - $45.45 $1.73 Million - $1.89 Million	-41,559 Reduced 76.39%	12,843 $552,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $2.02 Million - $2.08 Million	45,277 Added 496.19%	54,402 $2.47 Million
Q3 2021 Nov 15, 2021	SELL	$44.74 - $45.93 $172,249 - $176,830	-3,850 Reduced 29.67%	9,125 $408,000
Q2 2021 Aug 13, 2021	BUY	$43.8 - $45.14 $69,116 - $71,230	1,578 Added 13.85%	12,975 $585,000
Q1 2021 May 14, 2021	BUY	$42.87 - $44.08 $3,772 - $3,879	88 Added 0.78%	11,397 $496,000
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $4,284 - $4,591	106 Added 0.95%	11,309 $489,000
Q3 2020 Nov 16, 2020	SELL	$39.91 - $42.11 $878 - $926	-22 Reduced 0.2%	11,203 $460,000
Q2 2020 Aug 14, 2020	BUY	$35.99 - $40.49 $25,408 - $28,585	706 Added 6.71%	11,225 $448,000
Q1 2020 May 14, 2020	SELL	$34.02 - $40.94 $368,062 - $442,929	-10,819 Reduced 50.7%	10,519 $389,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $825,993 - $859,921	21,338 New	21,338 $856,000
Q1 2019 May 14, 2019	SELL	$35.53 - $38.06 $1.39 Million - $1.49 Million	-39,222 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$35.24 - $37.92 $1.38 Million - $1.49 Million	39,222 New	39,222 $1.4 Million
Q1 2018 May 11, 2018	SELL	$37.16 - $39.0 $218,872 - $229,710	-5,890 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$37.87 - $38.74 $223,054 - $228,178	5,890	5,890 $224,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Stifel Financial Corp Ishares Tr Core Moderate Alloc Transaction History