Gladstone Institutional Advisory LLC Ishares Tr Core Moderate Alloc Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 7,957 shares of AOM stock, worth $379,548. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,957

Previous 9,751 18.4%

Holding current value

$379,548

Previous $427,000 11.48%

% of portfolio

0.02%

Previous 0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$45.4 - $47.61 $81,447 - $85,412	-1,794 Reduced 18.4%	7,957 $378,000
Q1 2025 May 15, 2025	BUY	$42.93 - $44.71 $13,050 - $13,591	304 Added 3.22%	9,751 $427,000
Q4 2024 Jan 29, 2025	BUY	$43.44 - $45.05 $410,377 - $425,587	9,447 New	9,447 $410,000

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
Sector ETFs
Industry ETFs

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Gladstone Institutional Advisory LLC Ishares Tr Core Moderate Alloc Transaction History