Vigilare Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Vigilare Wealth Management

$242 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 06, 2022	SELL	$41.74 - $45.45 $367,103 - $399,732	-8,795 Closed	0 $0
Q4 2021 Jan 07, 2022	SELL	$44.53 - $46.0 $94,626 - $97,750	-2,125 Reduced 19.46%	8,795 $400,000
Q3 2021 Oct 19, 2021	BUY	$44.74 - $45.93 $122,677 - $125,940	2,742 Added 33.53%	10,920 $489,000
Q2 2021 Jul 16, 2021	BUY	$43.8 - $45.14 $85,979 - $88,609	1,963 Added 31.58%	8,178 $368,000
Q1 2021 Apr 29, 2021	BUY	$42.87 - $44.08 $11,789 - $12,122	275 Added 4.63%	6,215 $271,000
Q4 2020 Jan 14, 2021	BUY	$40.42 - $43.32 $5,416 - $5,804	134 Added 2.31%	5,940 $257,000
Q3 2020 Oct 15, 2020	SELL	$39.91 - $42.11 $13,529 - $14,275	-339 Reduced 5.52%	5,806 $238,000
Q2 2020 Jul 20, 2020	SELL	$35.99 - $40.49 $6,370 - $7,166	-177 Reduced 2.8%	6,145 $245,000
Q1 2020 May 04, 2020	SELL	$34.02 - $40.94 $27,760 - $33,407	-816 Reduced 11.43%	6,322 $232,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $276,311 - $287,661	7,138 New	7,138 $288,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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