True Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, True Private Wealth Advisors holds 40,027 shares of AOM stock, worth $1.71 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

40,027

Previous 26,735 49.72%

Holding current value

$1.71 Million

Previous $1.11 Million 54.37%

% of portfolio

0.2%

Previous 0.14%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$40.86 - $42.78 $543,111 - $568,631	13,292 Added 49.72%	40,027 $1.71 Million
Q4 2023 Jan 30, 2024	BUY	$37.83 - $41.78 $610,727 - $674,496	16,144 Added 152.43%	26,735 $1.11 Million
Q3 2023 Nov 13, 2023	SELL	$38.81 - $40.84 $46,533 - $48,967	-1,199 Reduced 10.17%	10,591 $412,000
Q2 2023 Aug 11, 2023	SELL	$39.32 - $40.55 $293,995 - $303,192	-7,477 Reduced 38.81%	11,790 $476,000
Q1 2023 May 11, 2023	BUY	$38.2 - $40.45 $19,100 - $20,225	500 Added 2.66%	19,267 $767,000

Q4 2022 Feb 14, 2023	BUY	$36.99 - $39.57 $20,048 - $21,446	542 Added 2.97%	18,767 $713,000
Q3 2022 Nov 04, 2022	BUY	$37.23 - $40.81 $37,118 - $40,687	997 Added 5.79%	18,225 $667,000
Q2 2022 Jul 28, 2022	BUY	$38.3 - $43.06 $73,842 - $83,019	1,928 Added 12.6%	17,228 $671,000
Q1 2022 May 09, 2022	BUY	$41.74 - $45.45 $361,384 - $393,506	8,658 Added 130.35%	15,300 $628,000
Q4 2021 Feb 11, 2022	BUY	$44.53 - $46.0 $18,435 - $19,044	414 Added 6.65%	6,642 $302,000
Q3 2021 Nov 05, 2021	BUY	$44.74 - $45.93 $73,149 - $75,095	1,635 Added 35.6%	6,228 $278,000
Q2 2021 Aug 10, 2021	BUY	$43.8 - $45.14 $201,173 - $207,328	4,593 New	4,593 $206,000
Q1 2021 May 12, 2021	SELL	$42.87 - $44.08 $155,832 - $160,230	-3,635 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$40.42 - $43.32 $155,576 - $166,738	-3,849 Reduced 51.43%	3,635 $157,000
Q3 2020 Oct 09, 2020	SELL	$39.91 - $42.11 $5,866 - $6,190	-147 Reduced 1.93%	7,484 $307,000
Q2 2020 Jul 07, 2020	BUY	$35.99 - $40.49 $274,423 - $308,736	7,625 Added 127083.33%	7,631 $304,000
Q1 2020 Apr 20, 2020	SELL	$34.02 - $40.94 $148,565 - $178,784	-4,367 Reduced 99.86%	6 $0
Q4 2019 Jan 27, 2020	SELL	$38.71 - $40.3 $97,471 - $101,475	-2,518 Reduced 36.54%	4,373 $175,000
Q3 2019 Oct 09, 2019	BUY	$38.32 - $39.31 $100,283 - $102,874	2,617 Added 61.23%	6,891 $270,000
Q2 2019 Aug 01, 2019	SELL	$37.75 - $39.08 $112,344 - $116,302	-2,976 Reduced 41.05%	4,274 $166,000
Q1 2019 Apr 25, 2019	BUY	$35.53 - $38.06 $257,592 - $275,935	7,250 New	7,250 $275,000

Others Institutions Holding AOM

# of Institutions

241

Shares Held

10.5M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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True Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History