Cardinal Point Capital Management, Ulc Ishares Tr Core Moderate Alloc Transaction History

Cardinal Point Capital Management, Ulc

$1.43 Trillion
Q3 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 4,584 shares of AOM stock, worth $218,656. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,584

Previous 4,384 4.56%

Holding current value

$218,656

Previous $202 Million 7.49%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$45.4 - $47.61 $9,080 - $9,522	200 Added 4.56%	4,584 $217 Million
Q2 2025 Jul 30, 2025	BUY	$41.55 - $46.04 $182,155 - $201,839	4,384 New	4,384 $202 Million
Q3 2024 Oct 07, 2024	SELL	$42.66 - $45.18 $16,637 - $17,620	-390 Reduced 8.01%	4,479 $202 Million
Q4 2023 Jan 12, 2024	BUY	$37.83 - $41.78 $184,194 - $203,426	4,869 New	4,869 $202 Million

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
Industry ETFs

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Cardinal Point Capital Management, Ulc Ishares Tr Core Moderate Alloc Transaction History