Strong Box Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Strong Box Wealth, LLC

$228 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$43.8 - $45.14 $201,217 - $207,373	-4,594 Closed	0 $0
Q1 2021 May 28, 2021	BUY	$42.87 - $44.08 $196,944 - $202,503	4,594 New	4,594 $200,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

2.73M
Shares

$122 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$49.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$43.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$42.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$32.9 Million
0.01% of portfolio

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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