Tiedemann Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 193,916 shares of AOM stock, worth $8.62 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

193,916

Previous 270,352 28.27%

Holding current value

$8.62 Million

Previous $10.9 Million 30.9%

% of portfolio

0.33%

Previous 0.47%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $2.97 Million - $3.12 Million	-76,436 Reduced 28.27%	193,916 $7.55 Million
Q2 2023 Jul 20, 2023	SELL	$39.32 - $40.55 $15.6 Million - $16 Million	-395,592 Reduced 59.4%	270,352 $10.9 Million
Q1 2023 Apr 26, 2023	SELL	$38.2 - $40.45 $24.5 Million - $25.9 Million	-640,491 Reduced 49.03%	665,944 $26.5 Million
Q4 2022 Feb 08, 2023	SELL	$36.07 - $39.57 $4.71 Million - $5.16 Million	-130,510 Reduced 9.08%	1,306,435 $49.7 Million
Q3 2022 Oct 28, 2022	SELL	$36.57 - $40.81 $4.78 Million - $5.34 Million	-130,807 Reduced 8.34%	1,436,945 $52.6 Million
Q2 2022 Aug 03, 2022	BUY	$38.3 - $43.06 $1.42 Million - $1.6 Million	37,197 Added 2.43%	1,567,752 $61.1 Million
Q1 2022 Apr 27, 2022	BUY	$41.74 - $45.45 $563,949 - $614,074	13,511 Added 0.89%	1,530,555 $65.8 Million
Q4 2021 Feb 09, 2022	SELL	$44.53 - $46.0 $1.03 Million - $1.07 Million	-23,232 Reduced 1.51%	1,517,044 $69 Million
Q3 2021 Nov 12, 2021	SELL	$44.74 - $45.93 $2.52 Million - $2.59 Million	-56,432 Reduced 3.53%	1,540,276 $68.9 Million
Q2 2021 Aug 12, 2021	BUY	$43.8 - $45.14 $6.07 Million - $6.26 Million	138,695 Added 9.51%	1,596,708 $71.9 Million
Q1 2021 May 13, 2021	BUY	$42.87 - $44.08 $2.13 Million - $2.19 Million	49,622 Added 3.52%	1,458,013 $63.5 Million
Q4 2020 Feb 16, 2021	SELL	$40.42 - $43.32 $2.41 Million - $2.58 Million	-59,666 Reduced 4.06%	1,408,391 $60.8 Million
Q3 2020 Nov 12, 2020	SELL	$39.91 - $42.11 $3.47 Million - $3.66 Million	-86,936 Reduced 5.59%	1,468,057 $60.3 Million
Q2 2020 Nov 12, 2020	BUY	$35.99 - $40.49 $9.27 Million - $10.4 Million	257,572 Added 19.85%	1,554,993 $62 Million
Q2 2020 Aug 05, 2020	SELL	$35.99 - $40.49 $11.9 Million - $13.4 Million	-330,258 Reduced 20.29%	1,297,421 $51.7 Million
Q1 2020 May 07, 2020	SELL	$34.02 - $40.94 $15.8 Million - $19 Million	-463,308 Reduced 22.16%	1,627,679 $59.8 Million
Q4 2019 Feb 12, 2020	BUY	$38.71 - $40.3 $1.08 Million - $1.13 Million	27,998 Added 1.36%	2,090,987 $83.9 Million
Q3 2019 Nov 06, 2019	BUY	$38.32 - $39.31 $7.2 Million - $7.39 Million	187,963 Added 10.02%	2,062,989 $81.1 Million
Q2 2019 Aug 13, 2019	BUY	$37.75 - $39.08 $9.68 Million - $10 Million	256,503 Added 15.85%	1,875,026 $73.2 Million
Q1 2019 May 13, 2019	SELL	$35.53 - $38.06 $16.9 Million - $18.1 Million	-474,638 Reduced 22.68%	1,618,523 $61.6 Million
Q4 2018 Feb 13, 2019	BUY	$35.24 - $37.92 $5.88 Million - $6.32 Million	166,732 Added 8.65%	2,093,161 $75.2 Million
Q3 2018 Nov 13, 2018	SELL	$37.2 - $38.08 $1.05 Million - $1.07 Million	-28,189 Reduced 1.44%	1,926,429 $73 Million
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $1.87 Million - $1.9 Million	50,067 Added 2.63%	1,954,618 $73.3 Million
Q1 2018 May 11, 2018	BUY	$37.16 - $39.0 $2.35 Million - $2.47 Million	63,334 Added 3.44%	1,904,551 $71.9 Million
Q4 2017 Feb 14, 2018	BUY	$37.87 - $38.74 $3.83 Million - $3.92 Million	101,103 Added 5.81%	1,841,217 $70.4 Million
Q3 2017 Nov 28, 2017	SELL	$37.81 - $37.97 $2.82 Million - $2.84 Million	-74,680 Reduced 4.12%	1,740,114 $66.1 Million
Q3 2017 Nov 13, 2017	BUY	$37.81 - $37.97 $2.06 Million - $2.07 Million	54,578 Added 3.1%	1,814,794 $66 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,760,216	1,760,216 $65.7 Million

Others Institutions Holding AOM

# of Institutions

274

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 Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Account

Tiedemann Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History