Visionary Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Visionary Wealth Advisors holds 7,850 shares of AOM stock, worth $340,297. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,850

Previous 8,976 12.54%

Holding current value

$340,297

Previous $386,000 8.29%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$42.66 - $45.18 $48,035 - $50,872	-1,126 Reduced 12.54%	7,850 $354,000
Q2 2024 Aug 13, 2024	BUY	$41.17 - $43.25 $18,320 - $19,246	445 Added 5.22%	8,976 $386,000
Q1 2024 May 15, 2024	SELL	$40.86 - $42.78 $56,386 - $59,036	-1,380 Reduced 13.92%	8,531 $364,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $6,658 - $7,353	176 Added 1.81%	9,911 $411,000
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $16,610 - $17,479	428 Added 4.6%	9,735 $378,000
Q2 2023 Aug 11, 2023	SELL	$39.32 - $40.55 $65,821 - $67,880	-1,674 Reduced 15.24%	9,307 $376,000
Q1 2023 May 15, 2023	BUY	$38.2 - $40.45 $25,288 - $26,777	662 Added 6.42%	10,981 $437,000
Q4 2022 Feb 13, 2023	SELL	$36.07 - $39.57 $78,849 - $86,500	-2,186 Reduced 17.48%	10,319 $392,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $17,370 - $19,384	475 Added 3.95%	12,505 $458,000
Q2 2022 Aug 12, 2022	BUY	$38.3 - $43.06 $8,655 - $9,731	226 Added 1.91%	12,030 $469,000
Q1 2022 May 12, 2022	BUY	$41.74 - $45.45 $10,017 - $10,908	240 Added 2.08%	11,804 $507,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $3,606 - $3,726	81 Added 0.71%	11,564 $526,000
Q3 2021 Nov 12, 2021	BUY	$44.74 - $45.93 $23,801 - $24,434	532 Added 4.86%	11,483 $514,000
Q2 2021 Aug 13, 2021	SELL	$43.8 - $45.14 $265,953 - $274,090	-6,072 Reduced 35.67%	10,951 $493,000
Q1 2021 May 18, 2021	BUY	$42.87 - $44.08 $39,569 - $40,685	923 Added 5.73%	17,023 $741,000
Q4 2020 Feb 16, 2021	SELL	$40.42 - $43.32 $7,437 - $7,970	-184 Reduced 1.13%	16,100 $696,000
Q3 2020 Nov 16, 2020	BUY	$39.91 - $42.11 $5,108 - $5,390	128 Added 0.79%	16,284 $668,000
Q2 2020 Aug 14, 2020	SELL	$35.99 - $40.49 $26,884 - $30,246	-747 Reduced 4.42%	16,156 $644,000
Q1 2020 May 15, 2020	BUY	$34.02 - $40.94 $54,704 - $65,831	1,608 Added 10.51%	16,903 $621,000
Q4 2019 Feb 14, 2020	BUY	$38.71 - $40.3 $592,069 - $616,388	15,295 New	15,295 $613,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Visionary Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History