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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

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 8,639 shares of AOM stock, worth $384,694. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,639

Previous 15,123 42.88%

Holding current value

$384,694

Previous $682,000 45.01%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

275

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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