Ima Wealth, Inc. Ishares Tr Core Moderate Alloc Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ima Wealth, Inc. holds 9,402 shares of AOM stock, worth $413,876. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,402

Holding current value

$413,876

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$43.44 - $45.05 $408,422 - $423,560	9,402 New	9,402 $408,000

Others Institutions Holding AOM

# of Institutions

277

Shares Held

14.2M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$120 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$48.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$42.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$41.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$32.4 Million
0.01% of portfolio

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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account