Fort Point Capital Partners LLC Ishares Tr Core Moderate Alloc Transaction History

Fort Point Capital Partners LLC

$794 Million
Q3 2025

A detailed history of Fort Point Capital Partners LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 9,286 shares of AOM stock, worth $442,942. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,286

Previous 9,951 6.68%

Holding current value

$442,942

Previous $458,000 3.71%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$45.4 - $47.61 $30,191 - $31,660	-665 Reduced 6.68%	9,286 $441,000
Q2 2025 Aug 14, 2025	SELL	$41.55 - $46.04 $19,445 - $21,546	-468 Reduced 4.49%	9,951 $458,000
Q1 2025 May 15, 2025	SELL	$42.93 - $44.71 $40,010 - $41,669	-932 Reduced 8.21%	10,419 $457,000
Q4 2024 Feb 11, 2025	BUY	$43.44 - $45.05 $493,087 - $511,362	11,351 New	11,351 $493,000
Q4 2020 Feb 09, 2021	SELL	$40.42 - $43.32 $332,939 - $356,826	-8,237 Closed	0 $0

Q3 2020 Nov 10, 2020	BUY	$39.91 - $42.11 $27,617 - $29,140	692 Added 9.17%	8,237 $338,000
Q1 2020 May 14, 2020	BUY	$34.02 - $40.94 $24,528 - $29,517	721 Added 10.57%	7,545 $277,000
Q4 2019 Feb 03, 2020	BUY	$38.71 - $40.3 $264,157 - $275,007	6,824 New	6,824 $274,000

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
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Fort Point Capital Partners LLC Ishares Tr Core Moderate Alloc Transaction History