Visionary Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 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 7,864 shares of AOM stock, worth $344,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,864
Previous 7,850 0.18%
Holding current value
$344,600
Previous $354,000 3.67%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$43.44 - $45.05 $608 - $630
14 Added 0.18%
7,864 $341,000
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
276
Shares Held
14M
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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