Investment Partners, Ltd. Ishares Tr Core Moderate Alloc Transaction History

Investment Partners, Ltd.

$277 Million
Q3 2025

A detailed history of Investment Partners, Ltd. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Investment Partners, Ltd. holds 10,379 shares of AOM stock, worth $495,078. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,379

Previous 9,552 8.66%

Holding current value

$495,078

Previous $439,000 12.3%

% of portfolio

0.18%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$45.4 - $47.61 $37,545 - $39,373	827 Added 8.66%	10,379 $493,000
Q2 2025 Aug 08, 2025	BUY	$41.55 - $46.04 $2,285 - $2,532	55 Added 0.58%	9,552 $439,000
Q4 2024 Feb 06, 2025	BUY	$43.44 - $45.05 $7,297 - $7,568	168 Added 1.8%	9,497 $412,000
Q3 2024 Nov 04, 2024	BUY	$42.66 - $45.18 $3,114 - $3,298	73 Added 0.79%	9,329 $420,000
Q2 2024 Aug 07, 2024	BUY	$41.17 - $43.25 $1,976 - $2,076	48 Added 0.52%	9,256 $398,000

Q1 2024 Apr 15, 2024	BUY	$40.86 - $42.78 $14,505 - $15,186	355 Added 4.01%	9,208 $393,000
Q4 2023 Feb 02, 2024	BUY	$37.83 - $41.78 $74,184 - $81,930	1,961 Added 28.45%	8,853 $367,000
Q3 2023 Oct 31, 2023	BUY	$38.81 - $40.84 $267,478 - $281,469	6,892 New	6,892 $268,000

Others Institutions Holding AOM

# of Institutions

289

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Investment Partners, Ltd. Ishares Tr Core Moderate Alloc Transaction History