Foundations Investment Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 356,996 shares of AOM stock, worth $15.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

356,996

Previous 304,023 17.42%

Holding current value

$15.9 Million

Previous $13.7 Million 13.07%

% of portfolio

0.32%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$43.44 - $45.05 $2.3 Million - $2.39 Million	52,973 Added 17.42%	356,996 $15.5 Million
Q3 2024 Oct 21, 2024	BUY	$42.66 - $45.18 $1.32 Million - $1.39 Million	30,870 Added 11.3%	304,023 $13.7 Million
Q2 2024 Aug 02, 2024	BUY	$41.17 - $43.25 $11.2 Million - $11.8 Million	273,153 New	273,153 $11.7 Million
Q4 2023 Feb 08, 2024	BUY	$37.83 - $41.78 $76,303 - $84,270	2,017 Added 11.46%	19,612 $814,000
Q3 2023 Oct 05, 2023	BUY	$38.81 - $40.84 $682,861 - $718,579	17,595 New	17,595 $684,000
Q3 2021 Oct 13, 2021	SELL	$44.74 - $45.93 $214,707 - $220,418	-4,799 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$42.87 - $44.08 $205,733 - $211,539	4,799 New	4,799 $211,000
Q3 2020 Oct 07, 2020	SELL	$39.91 - $42.11 $205,137 - $216,445	-5,140 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$35.99 - $40.49 $184,988 - $208,118	5,140 New	5,140 $205,000
Q3 2019 Oct 07, 2019	SELL	$38.32 - $39.31 $1.6 Million - $1.64 Million	-41,625 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	$37.75 - $39.08 $3,548 - $3,673	-94 Reduced 0.23%	41,625 $1.63 Million
Q1 2019 Apr 08, 2019	BUY	$35.53 - $38.06 $344,285 - $368,801	9,690 Added 30.25%	41,719 $1.59 Million
Q4 2018 Feb 11, 2019	BUY	$35.24 - $37.92 $777,605 - $836,742	22,066 Added 221.48%	32,029 $1.19 Million
Q3 2018 Nov 09, 2018	BUY	$37.2 - $38.08 $370,623 - $379,391	9,963 New	9,963 $377,000

Others Institutions Holding AOM

# of Institutions

270

Shares Held

13.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Foundations Investment Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History