Syverson Strege & CO Ishares Tr Core Moderate Alloc Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

A detailed history of Syverson Strege & CO transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Syverson Strege & CO holds 7,841 shares of AOM stock, worth $346,964. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,841

Previous 7,647 2.54%

Holding current value

$346,964

Previous $328,000 7.62%

% of portfolio

0.13%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $8,276 - $8,764	194 Added 2.54%	7,841 $353,000
Q2 2024 Aug 07, 2024	BUY	$41.17 - $43.25 $1,111 - $1,167	27 Added 0.35%	7,647 $328,000
Q1 2024 Apr 30, 2024	SELL	$40.86 - $42.78 $111,997 - $117,259	-2,741 Reduced 26.45%	7,620 $325,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $2,307 - $2,548	61 Added 0.59%	10,361 $430,000
Q3 2023 Nov 09, 2023	BUY	$38.81 - $40.84 $2,522 - $2,654	65 Added 0.64%	10,300 $400,000
Q2 2023 Aug 04, 2023	SELL	$39.32 - $40.55 $2,083 - $2,149	-53 Reduced 0.52%	10,235 $413,000
Q1 2023 May 03, 2023	BUY	$38.2 - $40.45 $24,448 - $25,888	640 Added 6.63%	10,288 $410,000
Q4 2022 Feb 06, 2023	BUY	$36.07 - $39.57 $72,140 - $79,140	2,000 Added 26.15%	9,648 $366,000
Q3 2022 Nov 09, 2022	BUY	$36.57 - $40.81 $5,704 - $6,366	156 Added 2.08%	7,648 $280,000
Q2 2022 Aug 11, 2022	BUY	$38.3 - $43.06 $6,893 - $7,750	180 Added 2.46%	7,492 $292,000
Q1 2022 Apr 13, 2022	SELL	$41.74 - $45.45 $72,919 - $79,401	-1,747 Reduced 19.28%	7,312 $314,000
Q4 2021 Jan 19, 2022	SELL	$44.53 - $46.0 $87,902 - $90,804	-1,974 Reduced 17.89%	9,059 $412,000
Q3 2021 Nov 02, 2021	BUY	$44.74 - $45.93 $3,042 - $3,123	68 Added 0.62%	11,033 $494,000
Q2 2021 Aug 04, 2021	SELL	$43.8 - $45.14 $39,113 - $40,310	-893 Reduced 7.53%	10,965 $494,000
Q1 2021 May 07, 2021	BUY	$42.87 - $44.08 $76,137 - $78,286	1,776 Added 17.62%	11,858 $516,000
Q4 2020 Feb 03, 2021	BUY	$40.42 - $43.32 $407,514 - $436,752	10,082 New	10,082 $436,000

Others Institutions Holding AOM

# of Institutions

250

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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Syverson Strege & CO Ishares Tr Core Moderate Alloc Transaction History