Blue Stem Wealth Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Blue Stem Wealth Partners, LLC

$873 Billion
Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 27,295 shares of AOM stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

27,295

Previous 28,606 4.58%

Holding current value

$1.3 Million

Previous $1.32 Billion 1.39%

% of portfolio

0.15%

Previous 0.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$45.4 - $47.61 $59,519 - $62,416	-1,311 Reduced 4.58%	27,295 $1.3 Billion
Q2 2025 Aug 12, 2025	SELL	$41.55 - $46.04 $121,741 - $134,897	-2,930 Reduced 9.29%	28,606 $1.32 Billion
Q1 2025 May 07, 2025	SELL	$42.93 - $44.71 $149,954 - $156,172	-3,493 Reduced 9.97%	31,536 $1.38 Billion
Q4 2024 Feb 05, 2025	BUY	$43.44 - $45.05 $1.52 Million - $1.58 Million	35,029 New	35,029 $1.52 Billion

Others Institutions Holding AOM

# of Institutions

289

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Blue Stem Wealth Partners, LLC Ishares Tr Core Moderate Alloc Transaction History