Global Retirement Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,534 shares of AOM stock, worth $120,871. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,534

Previous 2,345 8.06%

Holding current value

$120,871

Previous $107,000 12.15%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$45.4 - $47.61 $8,580 - $8,998	189 Added 8.06%	2,534 $120,000
Q2 2025 Aug 12, 2025	SELL	$41.55 - $46.04 $11,010 - $12,200	-265 Reduced 10.15%	2,345 $107,000
Q4 2024 Jan 31, 2025	BUY	$43.44 - $45.05 $28,018 - $29,057	645 Added 32.82%	2,610 $113,000
Q3 2024 Oct 16, 2024	SELL	$42.66 - $45.18 $14,717 - $15,587	-345 Reduced 14.94%	1,965 $88,000
Q2 2024 Jul 23, 2024	BUY	$41.17 - $43.25 $66,036 - $69,373	1,604 Added 227.2%	2,310 $99,000

Q1 2024 Apr 23, 2024	SELL	$40.86 - $42.78 $61,739 - $64,640	-1,511 Reduced 68.16%	706 $30,000
Q4 2023 Jan 18, 2024	BUY	$37.83 - $41.78 $66,845 - $73,825	1,767 Added 392.67%	2,217 $92,000
Q3 2023 Oct 13, 2023	BUY	$38.81 - $40.84 $17,464 - $18,378	450 New	450 $17,000

Others Institutions Holding AOM

# of Institutions

292

Shares Held

12.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Global Retirement Partners, LLC Ishares Tr Core Moderate Alloc Transaction History