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 $604,337. This represents 0.3% of its overall portfolio holdings.

Number of Shares

14,074

Previous 13,735 2.47%

Holding current value

$604,337

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

251

Shares Held

11.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Fullen Financial Group Ishares Tr Core Moderate Alloc Transaction History