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 $392,847. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,894
Previous 10,651 16.5%
Holding current value
$392,847
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
277
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
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