Weitzel Financial Services, Inc. Ishares Tr Core Moderate Alloc Transaction History

Weitzel Financial Services, Inc.

$233 Million
Q2 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 277,568 shares of AOM stock, worth $13.2 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares

277,568

Previous 280,083 0.9%

Holding current value

$13.2 Million

Previous $12.3 Million 3.98%

% of portfolio

5.49%

Previous 5.77%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$41.55 - $46.04 $104,498 - $115,790	-2,515 Reduced 0.9%	277,568 $12.8 Million
Q1 2025 May 15, 2025	BUY	$42.93 - $44.71 $254,703 - $265,264	5,933 Added 2.16%	280,083 $12.3 Million
Q4 2024 Feb 14, 2025	BUY	$43.44 - $45.05 $180,666 - $187,362	4,159 Added 1.54%	274,150 $11.9 Million
Q3 2024 Oct 31, 2024	BUY	$42.66 - $45.18 $278,569 - $295,025	6,530 Added 2.48%	269,991 $12.2 Million
Q2 2024 Aug 06, 2024	BUY	$41.17 - $43.25 $375,676 - $394,656	9,125 Added 3.59%	263,461 $11.3 Million
Q1 2024 Apr 10, 2024	BUY	$40.86 - $42.78 $323,406 - $338,603	7,915 Added 3.21%	254,336 $10.9 Million
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $680,259 - $751,287	17,982 Added 7.87%	246,421 $10.2 Million
Q3 2023 Nov 09, 2023	BUY	$38.81 - $40.84 $481,903 - $507,110	12,417 Added 5.75%	228,439 $8.89 Million
Q2 2023 Jul 07, 2023	BUY	$39.32 - $40.55 $534,909 - $551,642	13,604 Added 6.72%	216,022 $8.73 Million
Q1 2023 Apr 05, 2023	BUY	$38.2 - $40.45 $644,777 - $682,755	16,879 Added 9.1%	202,418 $8.07 Million
Q4 2022 Feb 10, 2023	BUY	$36.07 - $39.57 $1.18 Million - $1.3 Million	32,820 Added 21.49%	185,539 $7.05 Million
Q3 2022 Oct 21, 2022	BUY	$36.57 - $40.81 $1.41 Million - $1.58 Million	38,604 Added 33.83%	152,719 $0
Q2 2022 Jul 11, 2022	BUY	$38.3 - $43.06 $1.21 Million - $1.36 Million	31,695 Added 38.46%	114,115 $4.45 Million
Q1 2022 Apr 07, 2022	BUY	$41.74 - $45.45 $690,546 - $751,924	16,544 Added 25.11%	82,420 $3.54 Million
Q4 2021 Jan 13, 2022	BUY	$44.53 - $46.0 $503,055 - $519,662	11,297 Added 20.7%	65,876 $3 Billion
Q3 2021 Oct 07, 2021	SELL	$44.74 - $45.93 $86.9 Million - $89.3 Million	-1,943,250 Reduced 97.27%	54,579 $2.45 Billion
Q2 2021 Jul 27, 2021	BUY	$43.8 - $45.14 $85.7 Million - $88.3 Million	1,956,701 Added 4757.59%	1,997,829 $44.1 Million
Q1 2021 May 14, 2021	BUY	$42.87 - $44.08 $208,391 - $214,272	4,861 Added 13.4%	41,128 $1.8 Million
Q4 2020 Feb 22, 2021	BUY	$40.42 - $43.32 $1.47 Million - $1.57 Million	36,267 New	36,267 $1.6 Million

Others Institutions Holding AOM

# of Institutions

286

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Weitzel Financial Services, Inc. Ishares Tr Core Moderate Alloc Transaction History