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

Waterloo Capital, L.P.

$1.24 Trillion
Q2 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 8,108 shares of AOM stock, worth $386,508. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,108

Previous 5,465 48.36%

Holding current value

$386,508

Previous $240 Million 55.67%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$41.55 - $46.04 $109,816 - $121,683	2,643 Added 48.36%	8,108 $373 Million
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

289

Shares Held

11.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

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