Creative Planning Ishares Tr Core Moderate Alloc Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Creative Planning holds 5,302 shares of AOM stock, worth $235,939. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,302
Previous 6,884 22.98%
Holding current value
$235,939
Previous $310,000 25.81%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$43.44 - $45.05 $68,722 - $71,269
-1,582 Reduced 22.98%
5,302 $230,000
Q3 2024

Oct 11, 2024
BUY
$42.66 - $45.18 $293,671 - $311,019
6,884 New
6,884 $310,000
Q1 2019

Apr 24, 2019
SELL
$35.53 - $38.06 $326,627 - $349,885
-9,193 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
$35.24 - $37.92 $323,961 - $348,598
9,193 New
9,193 $328,000

Others Institutions Holding AOM

# of Institutions
274
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email