Wealth Forward, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

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 8,782 shares of AOM stock, worth $418,637. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,782

Previous 8,799 0.19%

Holding current value

$418,637

Previous $386 Million 4.72%

% of portfolio

0.27%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$41.55 - $46.04 $706 - $782	-17 Reduced 0.19%	8,782 $404 Million
Q1 2025 May 07, 2025	SELL	$42.93 - $44.71 $4,078 - $4,247	-95 Reduced 1.07%	8,799 $386 Million
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

290

Shares Held

12M

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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Wealth Forward, LLC Ishares Tr Core Moderate Alloc Transaction History