Aprio Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,700 shares of AOM stock, worth $271,890. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,700
Previous 5,700 -0.0%
Holding current value
$271,890
Previous $262,000 3.44%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$43.44 - $45.05 $1,433 - $1,486
33 Added 0.58%
5,700 $247,000
Q2 2024

Jul 10, 2024
SELL
$41.17 - $43.25 $9,222 - $9,688
-224 Reduced 3.8%
5,667 $243,000
Q1 2024

Apr 10, 2024
BUY
$40.86 - $42.78 $240,706 - $252,016
5,891 New
5,891 $252,000

Others Institutions Holding AOM

# of Institutions
289
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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