Time Scale Financial, Inc. Ishares Tr Core Moderate Alloc Transaction History

Time Scale Financial, Inc.

$462 Million
Q2 2023

A detailed history of Time Scale Financial, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Time Scale Financial, Inc. holds 2,964 shares of AOM stock, worth $130,653. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,964

Previous 2,791 6.2%

Holding current value

$130,653

Previous $111,000 7.21%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	BUY	$39.32 - $40.55 $6,802 - $7,015	173 Added 6.2%	2,964 $119,000
Q1 2023 Apr 21, 2023	SELL	$38.2 - $40.45 $48,896 - $51,776	-1,280 Reduced 31.44%	2,791 $111,000
Q3 2022 Oct 05, 2022	SELL	$36.57 - $40.81 $9,581 - $10,692	-262 Reduced 6.05%	4,071 $149,000
Q2 2022 Jul 25, 2022	BUY	$38.3 - $43.06 $22,405 - $25,190	585 Added 15.61%	4,333 $169,000
Q1 2022 Apr 18, 2022	BUY	$41.74 - $45.45 $12,146 - $13,225	291 Added 8.42%	3,748 $161,000
Q4 2021 Jan 19, 2022	SELL	$44.53 - $46.0 $1,246 - $1,288	-28 Reduced 0.8%	3,457 $157,000
Q3 2021 Nov 10, 2021	BUY	$44.74 - $45.93 $34,673 - $35,595	775 Added 28.6%	3,485 $156,000
Q2 2021 Jul 26, 2021	BUY	$43.8 - $45.14 $62,195 - $64,098	1,420 Added 110.08%	2,710 $122,000
Q1 2021 Apr 22, 2021	SELL	$42.87 - $44.08 $36,096 - $37,115	-842 Reduced 39.49%	1,290 $56,000
Q4 2020 Jan 28, 2021	BUY	$40.42 - $43.32 $34,559 - $37,038	855 Added 66.95%	2,132 $92,000
Q3 2020 Oct 07, 2020	SELL	$39.91 - $42.11 $16,283 - $17,180	-408 Reduced 24.21%	1,277 $53,000
Q2 2020 Aug 03, 2020	BUY	$35.99 - $40.49 $33,326 - $37,493	926 Added 122.0%	1,685 $67,000
Q2 2019 Jul 31, 2019	BUY	$37.75 - $39.08 $28,652 - $29,661	759 New	759 $30,000

Others Institutions Holding AOM

# of Institutions

257

Shares Held

11.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Time Scale Financial, Inc. Ishares Tr Core Moderate Alloc Transaction History