Unique Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Unique Wealth, LLC

$529 Billion
Q1 2025

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 15,586 shares of AOM stock, worth $683,913. This represents 0.13% of its overall portfolio holdings.

Number of Shares

15,586

Previous 8,907 74.99%

Holding current value

$683,913

Previous $387 Million 76.76%

% of portfolio

0.13%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$42.93 - $44.71 $286,729 - $298,618	6,679 Added 74.99%	15,586 $684 Million
Q4 2024 Jan 13, 2025	BUY	$43.44 - $45.05 $1,303 - $1,351	30 Added 0.34%	8,907 $387 Million
Q3 2024 Oct 03, 2024	SELL	$42.66 - $45.18 $9,342 - $9,894	-219 Reduced 2.41%	8,877 $400 Million
Q2 2024 Jul 18, 2024	BUY	$41.17 - $43.25 $3,993 - $4,195	97 Added 1.08%	9,096 $391 Million
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	$36.07 - $39.57 $302,699 - $332,071	8,392 New	8,392 $319 Million

Others Institutions Holding AOM

# of Institutions

279

Shares Held

13.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Unique Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History