Taylor Financial Group, Inc. Ishares Tr Core Moderate Alloc Transaction History

Taylor Financial Group, Inc.

$145 Billion
Q3 2024

A detailed history of Taylor Financial Group, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 51,247 shares of AOM stock, worth $2.27 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

51,247

Previous 47,299 8.35%

Holding current value

$2.27 Million

Previous $2.03 Billion 13.64%

% of portfolio

1.6%

Previous 1.56%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $168,421 - $178,370	3,948 Added 8.35%	51,247 $2.31 Billion
Q2 2024 Jul 31, 2024	BUY	$41.17 - $43.25 $174,190 - $182,990	4,231 Added 9.82%	47,299 $2.03 Billion
Q1 2024 May 14, 2024	BUY	$40.86 - $42.78 $65,580 - $68,661	1,605 Added 3.87%	43,068 $1.84 Billion
Q4 2023 Sep 17, 2024	SELL	$37.83 - $41.78 $220,775 - $243,828	-5,836 Reduced 12.34%	41,463 $1.72 Billion
Q4 2023 Feb 16, 2024	BUY	$37.83 - $41.78 $1.57 Million - $1.73 Million	41,463 New	41,463 $1.72 Billion

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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Taylor Financial Group, Inc. Ishares Tr Core Moderate Alloc Transaction History