Unique Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Unique Wealth, LLC

  • $354 Billion
  • Q1 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Unique Wealth, LLC holds 8,999 shares of AOM stock, worth $388,306. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,999
Previous 8,999 -0.0%
Holding current value
$388,306
Previous $374 Million 3.06%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
SELL
$37.83 - $41.78 $2,837 - $3,133
-75 Reduced 0.83%
8,999 $374 Million
Q3 2023

Oct 10, 2023
BUY
$38.81 - $40.84 $3,492 - $3,675
90 Added 1.0%
9,074 $353 Million
Q2 2023

Jul 21, 2023
BUY
$39.32 - $40.55 $22,609 - $23,316
575 Added 6.84%
8,984 $363 Million
Q1 2023

Apr 20, 2023
BUY
$38.2 - $40.45 $649 - $687
17 Added 0.2%
8,409 $335 Million
Q4 2022

Jan 25, 2023
BUY
$36.99 - $39.57 $310,420 - $332,071
8,392 New
8,392 $319 Million

Others Institutions Holding AOM

# of Institutions
241
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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