Wealth Forward, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Forward, LLC

  • $128 Billion
  • Q2 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 11,395 shares of AOM stock, worth $500,468. This represents 0.38% of its overall portfolio holdings.

Number of Shares
11,395
Previous 12,015 5.16%
Holding current value
$500,468
Previous $514 Million 4.65%
% of portfolio
0.38%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
254
Shares Held
10.9M
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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