Gould Capital, LLC Ishares Tr Core Moderate Alloc Transaction History

Gould Capital, LLC

$151 Million
Q3 2024

A detailed history of Gould Capital, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Gould Capital, LLC holds 1,370 shares of AOM stock, worth $60,965. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,370

Previous 1,390 1.44%

Holding current value

$60,965

Previous $59,000 3.39%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$42.66 - $45.18 $853 - $903	-20 Reduced 1.44%	1,370 $61,000
Q2 2024 Aug 14, 2024	SELL	$41.17 - $43.25 $2,058 - $2,162	-50 Reduced 3.47%	1,390 $59,000
Q1 2024 May 10, 2024	SELL	$40.86 - $42.78 $2,002 - $2,096	-49 Reduced 3.29%	1,440 $61,000
Q4 2023 Feb 14, 2024	SELL	$37.83 - $41.78 $2,080 - $2,297	-55 Reduced 3.56%	1,489 $61,000
Q3 2023 Nov 09, 2023	SELL	$38.81 - $40.84 $44,825 - $47,170	-1,155 Reduced 42.79%	1,544 $60,000
Q2 2023 Aug 14, 2023	SELL	$39.32 - $40.55 $1,454 - $1,500	-37 Reduced 1.35%	2,699 $109,000
Q1 2023 May 15, 2023	BUY	$38.2 - $40.45 $38,429 - $40,692	1,006 Added 58.15%	2,736 $109,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $2,452 - $2,690	68 Added 4.09%	1,730 $65,000
Q3 2022 Nov 23, 2022	BUY	$36.57 - $40.81 $438 - $489	12 Added 0.73%	1,662 $61,000
Q2 2022 Aug 03, 2022	BUY	$38.3 - $43.06 $19,341 - $21,745	505 Added 44.1%	1,650 $64,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $50,986 - $52,670	1,145 New	1,145 $52,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Gould Capital, LLC Ishares Tr Core Moderate Alloc Transaction History