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 42,495 shares of AOM stock, worth $1.85 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
42,495
Previous 41,614 2.12%
Holding current value
$1.85 Million
Previous $1.79 Million 7.1%
% of portfolio
0.24%
Previous 0.21%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$42.66 - $45.18 $37,583 - $39,803
881 Added 2.12%
42,495 $1.92 Million
Q2 2024

Jul 16, 2024

BUY
$41.17 - $43.25 $65,336 - $68,637
1,587 Added 3.96%
41,614 $1.79 Million
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
$36.07 - $39.57 $19,549 - $21,446
542 Added 2.97%
18,767 $713,000
Q3 2022

Nov 04, 2022

BUY
$36.57 - $40.81 $36,460 - $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

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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