Umb Bank, N.A. Ishares Tr Core Moderate Alloc Transaction History

Umb Bank, N.A.

$6.26 Billion
Q2 2025

A detailed history of Umb Bank, N.A. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Umb Bank, N.A. holds 1,130 shares of AOM stock, worth $52,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,130

Holding current value

$52,307

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$41.55 - $46.04 $46,951 - $52,025	1,130 New	1,130 $52,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

12M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$126 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

995K
Shares

$46.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

566K
Shares

$26.2 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

503K
Shares

$23.3 Million
0.39% of portfolio
Weitzel Financial Services, Inc.

280K
Shares

$13 Million
5.77% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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