Wealth Forward, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Wealth Forward, LLC holds 8,894 shares of AOM stock, worth $395,516. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,894
Previous 10,651 16.5%
Holding current value
$395,516
Previous $480 Million 19.59%
% of portfolio
0.27%
Previous 0.34%

Shares

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

Jan 22, 2025
SELL
$43.44 - $45.05 $76,324 - $79,152
-1,757 Reduced 16.5%
8,894 $386 Million
Q3 2024

Oct 28, 2024
SELL
$42.66 - $45.18 $31,739 - $33,613
-744 Reduced 6.53%
10,651 $480 Million
Q2 2024

Jul 19, 2024
SELL
$41.17 - $43.25 $25,525 - $26,815
-620 Reduced 5.16%
11,395 $490 Million
Q1 2024

May 07, 2024
SELL
$40.86 - $42.78 $20,920 - $21,903
-512 Reduced 4.09%
12,015 $514 Million
Q4 2023

Feb 21, 2024
BUY
$37.83 - $41.78 $473,896 - $523,378
12,527 New
12,527 $520 Million

Others Institutions Holding AOM

# of Institutions
274
Shares Held
14.1M
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
Track This Portfolio

Track Wealth Forward, LLC Portfolio

Follow Wealth Forward, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email