Sugarloaf Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 800 shares of AOM stock, worth $35,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$35,768
Previous $36,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
SELL
$43.8 - $45.14 $826,768 - $852,062
-18,876 Reduced 95.93%
800 $36,000
Q1 2021

Apr 19, 2021
BUY
$42.87 - $44.08 $809,214 - $832,054
18,876 Added 2359.5%
19,676 $35,000
Q3 2020

Nov 03, 2020
SELL
$39.91 - $42.11 $25,861 - $27,287
-648 Reduced 44.75%
800 $33,000
Q2 2020

Jul 21, 2020
BUY
$35.99 - $40.49 $107 - $121
3 Added 0.21%
1,448 $58,000
Q4 2019

Jan 29, 2020
BUY
$38.71 - $40.3 $55,935 - $58,233
1,445 New
1,445 $58,000

Others Institutions Holding AOM

# of Institutions
274
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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