Sagespring Wealth Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 6,850 shares of AOM stock, worth $326,745. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,850
Previous 6,618 3.51%
Holding current value
$326,745
Previous $315 Million 3.83%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$47.0 - $48.26 $10,904 - $11,196
232 Added 3.51%
6,850 $327 Million
Q3 2025

Oct 31, 2025
SELL
$45.4 - $47.61 $8,399 - $8,807
-185 Reduced 2.72%
6,618 $315 Million
Q2 2025

Jul 28, 2025
SELL
$41.55 - $46.04 $1,080 - $1,197
-26 Reduced 0.38%
6,803 $313 Million
Q1 2025

Apr 17, 2025
SELL
$42.93 - $44.71 $10,045 - $10,462
-234 Reduced 3.31%
6,829 $300 Million
Q4 2024

Feb 13, 2025
BUY
$43.44 - $45.05 $306,816 - $318,188
7,063 New
7,063 $307 Million

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.8M
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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