Aveo Capital Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 42,455 shares of AOM stock, worth $1.87 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

42,455

Previous 41,393 2.57%

Holding current value

$1.87 Million

Previous $1.87 Million 1.23%

% of portfolio

0.22%

Previous 0.21%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.44 - $45.05 $46,133 - $47,843	1,062 Added 2.57%	42,455 $1.84 Million
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $90,823 - $96,188	2,129 Added 5.42%	41,393 $1.87 Million
Q2 2024 Aug 02, 2024	SELL	$41.17 - $43.25 $9,798 - $10,293	-238 Reduced 0.6%	39,264 $1.69 Million
Q1 2024 May 06, 2024	BUY	$40.86 - $42.78 $51,320 - $53,731	1,256 Added 3.28%	39,502 $1.69 Million
Q4 2023 Feb 06, 2024	BUY	$37.83 - $41.78 $31,777 - $35,095	840 Added 2.25%	38,246 $1.59 Million
Q3 2023 Nov 06, 2023	SELL	$38.81 - $40.84 $38,848 - $40,880	-1,001 Reduced 2.61%	37,406 $1.46 Million
Q2 2023 Aug 08, 2023	BUY	$39.32 - $40.55 $85,481 - $88,155	2,174 Added 6.0%	38,407 $1.55 Million
Q1 2023 May 03, 2023	SELL	$38.2 - $40.45 $183,283 - $194,079	-4,798 Reduced 11.69%	36,233 $1.44 Million
Q4 2022 Feb 03, 2023	BUY	$36.07 - $39.57 $26,980 - $29,598	748 Added 1.86%	41,031 $1.56 Million
Q3 2022 Nov 09, 2022	SELL	$36.57 - $40.81 $10,824 - $12,079	-296 Reduced 0.73%	40,283 $1.48 Million
Q2 2022 Aug 05, 2022	SELL	$38.3 - $43.06 $62,620 - $70,403	-1,635 Reduced 3.87%	40,579 $1.58 Million
Q1 2022 May 13, 2022	SELL	$41.74 - $45.45 $12,355 - $13,453	-296 Reduced 0.7%	42,214 $1.81 Million
Q4 2021 Feb 11, 2022	SELL	$44.53 - $46.0 $253,999 - $262,384	-5,704 Reduced 11.83%	42,510 $1.93 Million
Q3 2021 Nov 12, 2021	BUY	$44.74 - $45.93 $58,430 - $59,984	1,306 Added 2.78%	48,214 $2.16 Million
Q2 2021 Aug 13, 2021	BUY	$43.8 - $45.14 $225,964 - $232,877	5,159 Added 12.36%	46,908 $2.11 Million
Q1 2021 May 11, 2021	BUY	$42.87 - $44.08 $1.79 Million - $1.84 Million	41,749 New	41,749 $1.82 Million
Q4 2020 Feb 10, 2021	SELL	$40.42 - $43.32 $1.54 Million - $1.65 Million	-38,091 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $1.52 Million - $1.6 Million	38,091 New	38,091 $1.56 Million
Q2 2020 Aug 12, 2020	SELL	$35.99 - $40.49 $1.29 Million - $1.45 Million	-35,775 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$34.02 - $40.94 $57,970 - $69,761	1,704 Added 5.0%	35,775 $1.31 Million
Q4 2019 Feb 06, 2020	BUY	$38.71 - $40.3 $93,755 - $97,606	2,422 Added 7.65%	34,071 $1.37 Million
Q3 2019 Nov 07, 2019	BUY	$38.32 - $39.31 $221,412 - $227,133	5,778 Added 22.33%	31,649 $1.26 Million
Q2 2019 Aug 06, 2019	BUY	$37.75 - $39.08 $158,512 - $164,096	4,199 Added 19.38%	25,871 $1.01 Million
Q1 2019 May 07, 2019	BUY	$35.53 - $38.06 $145,708 - $156,084	4,101 Added 23.34%	21,672 $825,000
Q4 2018 Feb 11, 2019	SELL	$35.24 - $37.92 $23,540 - $25,330	-668 Reduced 3.66%	17,571 $627,000
Q3 2018 Nov 09, 2018	SELL	$37.2 - $38.08 $151,366 - $154,947	-4,069 Reduced 18.24%	18,239 $666,000
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $46,413 - $47,097	1,243 Added 5.9%	22,308 $837,000
Q1 2018 May 11, 2018	BUY	$37.16 - $39.0 $46,970 - $49,296	1,264 Added 6.38%	21,065 $796,000
Q4 2017 Feb 05, 2018	BUY	$37.87 - $38.74 $38,665 - $39,553	1,021 Added 5.44%	19,801 $753,000
Q3 2017 Nov 14, 2017	BUY	$37.81 - $37.97 $710,071 - $713,076	18,780	18,780 $713,000

Others Institutions Holding AOM

# of Institutions

277

Shares Held

14.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Aveo Capital Partners, LLC Ishares Tr Core Moderate Alloc Transaction History