Assetmark, Inc Ishares Tr Core Moderate Alloc Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Assetmark, Inc holds 724 shares of AOM stock, worth $34,534. This represents 0.0% of its overall portfolio holdings.

Number of Shares

724

Previous 868 16.59%

Holding current value

$34,534

Previous $39,000 12.82%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$45.4 - $47.61 $6,537 - $6,855	-144 Reduced 16.59%	724 $34,000
Q2 2025 Aug 04, 2025	BUY	$41.55 - $46.04 $23,683 - $26,242	570 Added 191.28%	868 $39,000
Q1 2025 May 06, 2025	SELL	$42.93 - $44.71 $20,048 - $20,879	-467 Reduced 61.05%	298 $13,000
Q4 2024 Feb 06, 2025	BUY	$43.44 - $45.05 $18,027 - $18,695	415 Added 118.57%	765 $33,000
Q3 2024 Nov 01, 2024	BUY	$42.66 - $45.18 $3,199 - $3,388	75 Added 27.27%	350 $15,000

Q2 2024 Aug 13, 2024	SELL	$41.17 - $43.25 $63,195 - $66,388	-1,535 Reduced 84.81%	275 $11,000
Q1 2024 May 06, 2024	BUY	$40.86 - $42.78 $3,473 - $3,636	85 Added 4.93%	1,810 $77,000
Q4 2023 Feb 09, 2024	BUY	$37.83 - $41.78 $8,171 - $9,024	216 Added 14.31%	1,725 $71,000
Q3 2023 Oct 27, 2023	BUY	$38.81 - $40.84 $2,794 - $2,940	72 Added 5.01%	1,509 $58,000
Q2 2023 Aug 11, 2023	BUY	$39.32 - $40.55 $2,555 - $2,635	65 Added 4.74%	1,437 $58,000
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $2,483 - $2,629	65 Added 4.97%	1,372 $54,000
Q4 2022 Feb 10, 2023	BUY	$36.07 - $39.57 $6,240 - $6,845	173 Added 15.26%	1,307 $49,000
Q3 2022 Nov 01, 2022	BUY	$36.57 - $40.81 $1,791 - $1,999	49 Added 4.52%	1,134 $44,000
Q2 2022 Aug 03, 2022	BUY	$38.3 - $43.06 $2,374 - $2,669	62 Added 6.06%	1,085 $42,000
Q1 2022 May 13, 2022	BUY	$41.74 - $45.45 $42,700 - $46,495	1,023 New	1,023 $44,000

Others Institutions Holding AOM

# of Institutions

289

Shares Held

11.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account