Fullen Financial Group Ishares Tr Core Moderate Alloc Transaction History

Fullen Financial Group

$184 Million
Q1 2023

A detailed history of Fullen Financial Group transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fullen Financial Group holds 14,074 shares of AOM stock, worth $626,293. This represents 0.3% of its overall portfolio holdings.

Number of Shares

14,074

Previous 13,735 2.47%

Holding current value

$626,293

Previous $549,000 2.0%

% of portfolio

0.3%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 30, 2023	BUY	$38.2 - $40.45 $12,949 - $13,712	339 Added 2.47%	14,074 $560,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $15,834 - $17,371	439 Added 3.3%	13,735 $549,000
Q3 2022 Nov 10, 2022	BUY	$36.57 - $40.81 $19,308 - $21,547	528 Added 4.14%	13,296 $495,000
Q2 2022 Jul 26, 2022	BUY	$38.3 - $43.06 $11,758 - $13,219	307 Added 2.46%	12,768 $497,000
Q1 2022 Apr 28, 2022	BUY	$41.74 - $45.45 $8,014 - $8,726	192 Added 1.56%	12,461 $535,000
Q4 2021 Jan 27, 2022	BUY	$44.53 - $46.0 $6,634 - $6,854	149 Added 1.23%	12,269 $558,000
Q3 2021 Dec 06, 2021	BUY	$44.74 - $45.93 $18,835 - $19,336	421 Added 3.6%	12,120 $547,000
Q2 2021 Jul 26, 2021	SELL	$43.8 - $45.14 $19,359 - $19,951	-442 Reduced 3.64%	11,699 $527,000
Q1 2021 May 19, 2021	SELL	$42.87 - $44.08 $7,416 - $7,625	-173 Reduced 1.4%	12,141 $529,000
Q4 2020 Jan 26, 2021	BUY	$40.42 - $43.32 $3,354 - $3,595	83 Added 0.68%	12,314 $532,000
Q3 2020 Oct 14, 2020	BUY	$39.91 - $42.11 $10,336 - $10,906	259 Added 2.16%	12,231 $502,000
Q2 2020 Sep 30, 2020	BUY	$35.99 - $40.49 $430,872 - $484,746	11,972 New	11,972 $477,000

Others Institutions Holding AOM

# of Institutions

270

Shares Held

13.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fullen Financial Group with notifications on news.

Account

Fullen Financial Group Ishares Tr Core Moderate Alloc Transaction History