Waterloo Capital, L.P. Ishares Tr Core Moderate Alloc Transaction History

Waterloo Capital, L.P.

  • $1.08 Trillion
  • Q1 2025

A detailed history of Waterloo Capital, L.P. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Waterloo Capital, L.P. holds 5,465 shares of AOM stock, worth $252,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,465
Holding current value
$252,974
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$42.93 - $44.71 $234,612 - $244,340
5,465 New
5,465 $240 Million
Q4 2023

Feb 13, 2024
BUY
$37.83 - $41.78 $277,218 - $306,163
7,328 New
7,328 $304 Million
Q2 2023

Aug 11, 2023
BUY
$39.32 - $40.55 $197,071 - $203,236
5,012 New
5,012 $203 Million
Q1 2023

May 15, 2023
SELL
$38.2 - $40.45 $457,024 - $483,943
-11,964 Closed
0 $0
Q1 2020

Jun 01, 2020
BUY
$34.02 - $40.94 $407,015 - $489,806
11,964 New
11,964 $440,000

Others Institutions Holding AOM

# of Institutions
284
Shares Held
12M
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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