Capital Investment Advisory Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Capital Investment Advisory Services, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 1,728 shares of AOM stock, worth $82,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,728
Previous 1,883 8.23%
Holding current value
$82,425
Previous $86,000 4.65%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$45.4 - $47.61 $7,037 - $7,379
-155 Reduced 8.23%
1,728 $82,000
Q2 2025

Aug 08, 2025
SELL
$41.55 - $46.04 $22,063 - $24,447
-531 Reduced 22.0%
1,883 $86,000
Q1 2025

Apr 29, 2025
SELL
$42.93 - $44.71 $21,894 - $22,802
-510 Reduced 17.44%
2,414 $105,000
Q4 2024

Jan 23, 2025
SELL
$43.44 - $45.05 $234,141 - $242,819
-5,390 Reduced 64.83%
2,924 $127,000
Q3 2024

Oct 30, 2024
BUY
$42.66 - $45.18 $42 - $45
1 Added 0.01%
8,314 $375,000
Q2 2024

Aug 14, 2024
SELL
$41.17 - $43.25 $1,193 - $1,254
-29 Reduced 0.35%
8,313 $357,000
Q1 2024

Apr 25, 2024
SELL
$40.86 - $42.78 $39,511 - $41,368
-967 Reduced 10.39%
8,342 $356,000
Q4 2023

Feb 01, 2024
SELL
$37.83 - $41.78 $15,623 - $17,255
-413 Reduced 4.25%
9,309 $386,000
Q3 2023

Nov 02, 2023
SELL
$38.81 - $40.84 $4,812 - $5,064
-124 Reduced 1.26%
9,722 $378,000
Q2 2023

Jul 28, 2023
SELL
$39.32 - $40.55 $33,382 - $34,426
-849 Reduced 7.94%
9,846 $397,000
Q4 2022

Feb 03, 2023
BUY
$36.07 - $39.57 $28,819 - $31,616
799 Added 8.07%
10,695 $406,000
Q3 2022

Oct 26, 2022
BUY
$36.57 - $40.81 $365 - $408
10 Added 0.1%
9,896 $362,000
Q2 2022

Jul 22, 2022
SELL
$38.3 - $43.06 $45,921 - $51,628
-1,199 Reduced 10.82%
9,886 $385,000
Q1 2022

May 03, 2022
SELL
$41.74 - $45.45 $918 - $999
-22 Reduced 0.2%
11,085 $476,000
Q4 2021

Feb 01, 2022
SELL
$44.53 - $46.0 $4,586 - $4,738
-103 Reduced 0.92%
11,107 $505,000
Q2 2021

Jul 27, 2021
SELL
$43.8 - $45.14 $16,293 - $16,792
-372 Reduced 3.21%
11,210 $505,000
Q1 2021

May 05, 2021
SELL
$42.87 - $44.08 $128 - $132
-3 Reduced 0.03%
11,582 $504,000
Q4 2020

Jan 25, 2021
BUY
$40.42 - $43.32 $24,939 - $26,728
617 Added 5.63%
11,585 $500,000
Q3 2020

Oct 19, 2020
BUY
$39.91 - $42.11 $342,906 - $361,809
8,592 Added 361.62%
10,968 $450,000
Q1 2020

Apr 28, 2020
SELL
$34.02 - $40.94 $170 - $204
-5 Reduced 0.21%
2,376 $87,000
Q4 2019

Feb 04, 2020
SELL
$38.71 - $40.3 $1,277 - $1,329
-33 Reduced 1.37%
2,381 $96,000
Q2 2019

Aug 08, 2019
SELL
$37.75 - $39.08 $7,550 - $7,816
-200 Reduced 7.65%
2,414 $94,000
Q4 2018

Feb 04, 2019
BUY
$35.24 - $37.92 $92,117 - $99,122
2,614 New
2,614 $93,000

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

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