Ae Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ae Wealth Management LLC holds 26,449 shares of AOM stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,449
Previous 104,045 74.58%
Holding current value
$1.26 Million
Previous $4.79 Million 73.74%
% of portfolio
0.01%
Previous 0.04%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$45.4 - $47.61 $3.52 Million - $3.69 Million
-77,596 Reduced 74.58%
26,449 $1.26 Million
Q2 2025

Aug 06, 2025
BUY
$41.55 - $46.04 $3.54 Million - $3.92 Million
85,199 Added 452.08%
104,045 $4.79 Million
Q1 2025

May 06, 2025
SELL
$42.93 - $44.71 $34,902 - $36,349
-813 Reduced 4.14%
18,846 $826,000
Q4 2024

Feb 13, 2025
BUY
$43.44 - $45.05 $188,268 - $195,246
4,334 Added 28.28%
19,659 $853,000
Q3 2024

Nov 14, 2024
SELL
$42.66 - $45.18 $80,243 - $84,983
-1,881 Reduced 10.93%
15,325 $691,000
Q2 2024

Aug 12, 2024
BUY
$41.17 - $43.25 $29,148 - $30,621
708 Added 4.29%
17,206 $740,000
Q1 2024

May 15, 2024
SELL
$40.86 - $42.78 $7.15 Million - $7.49 Million
-175,107 Reduced 91.39%
16,498 $705,000
Q4 2023

Feb 14, 2024
SELL
$37.83 - $41.78 $2.05 Million - $2.26 Million
-54,144 Reduced 22.03%
191,605 $7.95 Million
Q3 2023

Oct 11, 2023
BUY
$38.81 - $40.84 $2.96 Million - $3.11 Million
76,212 Added 44.95%
245,749 $9.57 Million
Q2 2023

Jul 10, 2023
SELL
$39.32 - $40.55 $1.3 Million - $1.34 Million
-33,024 Reduced 16.3%
169,537 $6.85 Million
Q1 2023

Apr 14, 2023
BUY
$38.2 - $40.45 $284,590 - $301,352
7,450 Added 3.82%
202,561 $8.07 Million
Q4 2022

Jan 31, 2023
SELL
$36.07 - $39.57 $369,212 - $405,038
-10,236 Reduced 4.98%
195,111 $7.42 Million
Q3 2022

Oct 25, 2022
BUY
$36.57 - $40.81 $538,200 - $600,600
14,717 Added 7.72%
205,347 $7.52 Million
Q2 2022

Aug 03, 2022
SELL
$38.3 - $43.06 $39.6 Million - $44.5 Million
-1,033,098 Reduced 84.42%
190,630 $7.43 Million
Q1 2022

Apr 18, 2022
BUY
$41.74 - $45.45 $33.9 Million - $36.9 Million
811,577 Added 196.91%
1,223,728 $52.6 Million
Q4 2021

Jan 20, 2022
SELL
$44.53 - $46.0 $39.1 Million - $40.4 Million
-878,636 Reduced 68.07%
412,151 $18.7 Million
Q3 2021

Nov 01, 2021
BUY
$44.74 - $45.93 $48.7 Million - $50 Million
1,088,371 Added 537.69%
1,290,787 $57.8 Million
Q2 2021

Jul 21, 2021
SELL
$43.8 - $45.14 $40.9 Million - $42.2 Million
-933,797 Reduced 82.19%
202,416 $9.12 Million
Q1 2021

Apr 27, 2021
BUY
$42.87 - $44.08 $5.47 Million - $5.62 Million
127,499 Added 12.64%
1,136,213 $49.5 Million
Q4 2020

Feb 01, 2021
BUY
$40.42 - $43.32 $39.1 Million - $41.9 Million
966,163 Added 2270.6%
1,008,714 $43.6 Million
Q3 2020

Nov 06, 2020
BUY
$39.91 - $42.11 $31,129 - $32,845
780 Added 1.87%
42,551 $1.75 Million
Q2 2020

Aug 05, 2020
BUY
$35.99 - $40.49 $118,874 - $133,738
3,303 Added 8.59%
41,771 $1.67 Million
Q1 2020

May 07, 2020
SELL
$34.02 - $40.94 $1.62 Million - $1.95 Million
-47,666 Reduced 55.34%
38,468 $1.41 Million
Q4 2019

Jan 15, 2020
SELL
$38.71 - $40.3 $5.45 Million - $5.67 Million
-140,706 Reduced 62.03%
86,134 $3.46 Million
Q3 2019

Nov 05, 2019
BUY
$38.32 - $39.31 $7.6 Million - $7.8 Million
198,400 Added 697.61%
226,840 $8.91 Million
Q2 2019

Jul 22, 2019
BUY
$37.75 - $39.08 $262,966 - $272,231
6,966 Added 32.44%
28,440 $1.11 Million
Q1 2019

May 14, 2019
BUY
$35.53 - $38.06 $133,486 - $142,991
3,757 Added 21.21%
21,474 $817,000
Q4 2018

Feb 15, 2019
BUY
$35.24 - $37.92 $251,966 - $271,128
7,150 Added 67.66%
17,717 $632,000
Q3 2018

Nov 14, 2018
BUY
$37.2 - $38.08 $114,836 - $117,552
3,087 Added 41.27%
10,567 $400,000
Q2 2018

Aug 15, 2018
SELL
$37.34 - $37.89 $8,326 - $8,449
-223 Reduced 2.89%
7,480 $281,000
Q1 2018

May 14, 2018
SELL
$37.16 - $39.0 $212,592 - $223,119
-5,721 Reduced 42.62%
7,703 $291,000
Q4 2017

Feb 06, 2018
BUY
$37.87 - $38.74 $216,313 - $221,282
5,712 Added 74.07%
13,424 $511,000
Q3 2017

Nov 08, 2017
BUY
$37.81 - $37.97 $54,408 - $54,638
1,439 Added 22.94%
7,712 $293,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,273
6,273 $234,000

Others Institutions Holding AOM

# of Institutions
291
Shares Held
11.9M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email