Syverson Strege & CO Ishares Tr Core Moderate Alloc Transaction History

Syverson Strege & CO

$280 Million
Q4 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 6,893 shares of AOM stock, worth $300,396. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,893

Previous 7,841 12.09%

Holding current value

$300,396

Previous $353,000 15.3%

% of portfolio

0.11%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$43.44 - $45.05 $41,181 - $42,707	-948 Reduced 12.09%	6,893 $299,000
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

277

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Syverson Strege & CO, based on Form 13F filings with the SEC.

News

Stay updated on Syverson Strege & CO with notifications on news.

Account

Syverson Strege & CO Ishares Tr Core Moderate Alloc Transaction History