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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,940 shares of AOM stock, worth $378,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,940
Previous 7,938 0.03%
Holding current value
$378,738
Previous $365,000 3.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$45.4 - $47.61 $90 - $95
2 Added 0.03%
7,940 $377,000
Q2 2025

Aug 14, 2025
SELL
$41.55 - $46.04 $24,888 - $27,577
-599 Reduced 7.02%
7,938 $365,000
Q1 2025

May 15, 2025
SELL
$42.93 - $44.71 $4,378 - $4,560
-102 Reduced 1.18%
8,537 $374,000
Q4 2024

Feb 14, 2025
SELL
$43.44 - $45.05 $281,664 - $292,104
-6,484 Reduced 42.88%
8,639 $375,000
Q3 2024

Nov 14, 2024
BUY
$42.66 - $45.18 $256,813 - $271,983
6,020 Added 66.13%
15,123 $682,000
Q2 2024

Aug 14, 2024
BUY
$41.17 - $43.25 $41 - $43
1 Added 0.01%
9,103 $391,000
Q1 2024

May 15, 2024
SELL
$40.86 - $42.78 $25,455 - $26,651
-623 Reduced 6.41%
9,102 $389,000
Q4 2023

Feb 14, 2024
BUY
$37.83 - $41.78 $367,896 - $406,310
9,725 New
9,725 $403,000
Q4 2021

Feb 14, 2022
SELL
$44.53 - $46.0 $208,845 - $215,740
-4,690 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$44.74 - $45.93 $209,830 - $215,411
4,690 New
4,690 $210,000
Q2 2018

Aug 13, 2018
SELL
$37.34 - $37.89 $13,293 - $13,488
-356 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$37.81 - $37.97 $13,460 - $13,517
356
356 $13,000

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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