Cornerstone Planning Group LLC Ishares Tr Core Moderate Alloc Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 3,898 shares of AOM stock, worth $171,823. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,898

Previous 3,191 22.16%

Holding current value

$171,823

Previous $141 Million 21.24%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$43.44 - $45.05 $30,712 - $31,850	707 Added 22.16%	3,898 $171 Million
Q3 2024 Nov 05, 2024	BUY	$42.66 - $45.18 $1,407 - $1,490	33 Added 1.04%	3,191 $141 Million
Q2 2024 Aug 13, 2024	SELL	$41.17 - $43.25 $30,095 - $31,615	-731 Reduced 18.8%	3,158 $135 Million
Q1 2024 May 07, 2024	BUY	$40.86 - $42.78 $13,974 - $14,630	342 Added 9.64%	3,889 $163 Million
Q4 2023 Feb 12, 2024	BUY	$37.83 - $41.78 $25,573 - $28,243	676 Added 23.55%	3,547 $147 Million
Q3 2023 Nov 08, 2023	BUY	$38.81 - $40.84 $6,558 - $6,901	169 Added 6.25%	2,871 $112 Million
Q2 2023 Aug 15, 2023	BUY	$39.32 - $40.55 $8,021 - $8,272	204 Added 8.17%	2,702 $109 Million
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $90,102 - $98,845	2,498 New	2,498 $98.6 Million

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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Cornerstone Planning Group LLC Ishares Tr Core Moderate Alloc Transaction History