Sunbelt Securities, Inc. Ishares Tr Core Moderate Alloc Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 2,450 shares of AOM stock, worth $106,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,450

Previous 2,055 19.22%

Holding current value

$106,795

Previous $88,000 25.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	BUY	$42.66 - $45.18 $16,850 - $17,846	395 Added 19.22%	2,450 $110,000
Q2 2024 Aug 15, 2024	SELL	$41.17 - $43.25 $2,305 - $2,422	-56 Reduced 2.65%	2,055 $88,000
Q1 2024 Apr 15, 2024	BUY	$40.86 - $42.78 $49,236 - $51,549	1,205 Added 133.0%	2,111 $90,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $75 - $83	2 Added 0.22%	906 $37,000
Q3 2023 Dec 11, 2023	BUY	$38.81 - $40.84 $1,668 - $1,756	43 Added 4.99%	904 $35,000
Q2 2023 Aug 15, 2023	BUY	$39.32 - $40.55 $11,127 - $11,475	283 Added 48.96%	861 $34,000
Q1 2023 May 17, 2023	BUY	$38.2 - $40.45 $22,079 - $23,380	578 New	578 $23,000
Q4 2019 Feb 14, 2020	BUY	$38.71 - $40.3 $65,342 - $68,026	1,688 New	1,688 $16.9 Million

Others Institutions Holding AOM

# of Institutions

251

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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Sunbelt Securities, Inc. Ishares Tr Core Moderate Alloc Transaction History