A detailed history of Compass Financial Group, Inc/Sd transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 5,661 shares of AOM stock, worth $248,178. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,661
Previous 6,354 10.91%
Holding current value
$248,178
Previous $272 Million 10.42%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$41.17 - $43.25 $28,530 - $29,972
-693 Reduced 10.91%
5,661 $243 Million
Q1 2024

Apr 10, 2024

SELL
$40.86 - $42.78 $71,382 - $74,736
-1,747 Reduced 21.57%
6,354 $272 Million
Q4 2023

Jan 08, 2024

SELL
$37.83 - $41.78 $20,919 - $23,104
-553 Reduced 6.39%
8,101 $336 Million
Q3 2023

Oct 10, 2023

SELL
$38.81 - $40.84 $24,411 - $25,688
-629 Reduced 6.78%
8,654 $337 Million
Q2 2023

Jul 11, 2023

SELL
$39.32 - $40.55 $46,869 - $48,335
-1,192 Reduced 11.38%
9,283 $375 Million
Q1 2023

Apr 04, 2023

SELL
$38.2 - $40.45 $76,209 - $80,697
-1,995 Reduced 16.0%
10,475 $418 Million
Q4 2022

Feb 07, 2023

BUY
$36.07 - $39.57 $449,792 - $493,437
12,470 New
12,470 $474 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Compass Financial Group, Inc/Sd Portfolio

Follow Compass Financial Group, Inc/Sd and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Group, Inc/Sd, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc/Sd with notifications on news.