Brandywine Oak Private Wealth LLC Ishares Tr Core Moderate Alloc Transaction History

Brandywine Oak Private Wealth LLC

$1.02 Billion
Q4 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 4,836 shares of AOM stock, worth $213,170. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,836

Previous 4,491 7.68%

Holding current value

$213,170

Previous $202,000 3.96%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$43.44 - $45.05 $14,986 - $15,542	345 Added 7.68%	4,836 $210,000
Q3 2024 Nov 07, 2024	BUY	$42.66 - $45.18 $191,586 - $202,903	4,491 New	4,491 $202,000
Q4 2022 Feb 06, 2023	SELL	$36.07 - $39.57 $6,023 - $6,608	-167 Reduced 3.02%	5,371 $204,000
Q3 2022 Nov 10, 2022	SELL	$36.57 - $40.81 $14,042 - $15,671	-384 Reduced 6.48%	5,538 $202,000
Q2 2022 Jul 22, 2022	BUY	$38.3 - $43.06 $5,208 - $5,856	136 Added 2.35%	5,922 $230,000
Q1 2022 May 02, 2022	BUY	$41.74 - $45.45 $10,309 - $11,226	247 Added 4.46%	5,786 $248,000
Q4 2021 Feb 07, 2022	BUY	$44.53 - $46.0 $31,660 - $32,706	711 Added 14.73%	5,539 $251,000
Q3 2021 Oct 18, 2021	BUY	$44.74 - $45.93 $216,004 - $221,750	4,828 New	4,828 $216,000
Q1 2019 May 09, 2019	SELL	$35.53 - $38.06 $11,547 - $12,369	-325 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $11,453 - $12,324	325 New	325 $11,000

Others Institutions Holding AOM

# of Institutions

257

Shares Held

11.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Brandywine Oak Private Wealth LLC Ishares Tr Core Moderate Alloc Transaction History