Geo Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,294 shares of AOM stock, worth $395,623. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,294
Previous 16,584 49.99%
Holding current value
$395,623
Previous $763,000 48.36%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$45.4 - $47.61 $376,366 - $394,686
-8,290 Reduced 49.99%
8,294 $394,000
Q2 2025

Aug 13, 2025
SELL
$41.55 - $46.04 $744,285 - $824,714
-17,913 Reduced 51.93%
16,584 $763,000
Q1 2025

May 09, 2025
BUY
$42.93 - $44.71 $51,129 - $53,249
1,191 Added 3.58%
34,497 $1.51 Million
Q4 2024

Feb 13, 2025
BUY
$43.44 - $45.05 $226,583 - $234,980
5,216 Added 18.57%
33,306 $1.45 Million
Q3 2024

Nov 12, 2024
BUY
$42.66 - $45.18 $65,184 - $69,035
1,528 Added 5.75%
28,090 $1.27 Million
Q2 2024

Aug 12, 2024
BUY
$41.17 - $43.25 $27,254 - $28,631
662 Added 2.56%
26,562 $1.14 Million
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $1.06 Million - $1.11 Million
25,900 New
25,900 $1.11 Million
Q1 2024

May 15, 2024
SELL
$40.86 - $42.78 $633,207 - $662,961
-15,497 Reduced 59.83%
10,403 $445,000
Q2 2023

Aug 10, 2023
BUY
$39.32 - $40.55 $1.18 Million - $1.22 Million
30,053 New
30,053 $1.21 Million
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $226,880 - $248,895
6,290 New
6,290 $239,000
Q2 2022

Aug 12, 2022
SELL
$38.3 - $43.06 $1.56 Million - $1.75 Million
-40,731 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$41.74 - $45.45 $6.85 Million - $7.45 Million
-164,004 Reduced 80.11%
40,731 $1.75 Million
Q4 2021

Feb 14, 2022
BUY
$44.53 - $46.0 $9.12 Million - $9.42 Million
204,735 New
204,735 $9.31 Million

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
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
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