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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,113 shares of AOM stock, worth $311,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,113
Previous 13,076 45.6%
Holding current value
$311,691
Previous $589,000 47.71%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$43.44 - $45.05 $259,032 - $268,633
-5,963 Reduced 45.6%
7,113 $308,000
Q3 2024

Nov 12, 2024
SELL
$42.66 - $45.18 $12,072 - $12,785
-283 Reduced 2.12%
13,076 $589,000
Q2 2024

Aug 14, 2024
SELL
$41.17 - $43.25 $13,833 - $14,532
-336 Reduced 2.45%
13,359 $574,000
Q1 2024

May 09, 2024
SELL
$40.86 - $42.78 $237,764 - $248,936
-5,819 Reduced 29.82%
13,695 $585,000
Q4 2023

Feb 08, 2024
BUY
$37.83 - $41.78 $51,940 - $57,363
1,373 Added 7.57%
19,514 $810,000
Q3 2023

Nov 07, 2023
BUY
$38.81 - $40.84 $34,424 - $36,225
887 Added 5.14%
18,141 $706,000
Q2 2023

Aug 10, 2023
BUY
$39.32 - $40.55 $6,369 - $6,569
162 Added 0.95%
17,254 $697,000
Q1 2023

May 15, 2023
BUY
$38.2 - $40.45 $446,940 - $473,265
11,700 Added 216.99%
17,092 $681,000
Q4 2022

Feb 13, 2023
SELL
$36.07 - $39.57 $25,393 - $27,857
-704 Reduced 11.55%
5,392 $204,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $5,229 - $5,835
-143 Reduced 2.29%
6,096 $223,000
Q2 2022

Aug 16, 2022
BUY
$38.3 - $43.06 $12,370 - $13,908
323 Added 5.46%
6,239 $243,000
Q1 2022

Feb 08, 2024
SELL
$41.74 - $45.45 $556,978 - $606,484
-13,344 Reduced 68.38%
6,170 $265,000
Q4 2021

Feb 17, 2022
SELL
$44.53 - $46.0 $1,424 - $1,472
-32 Reduced 0.54%
5,916 $269,000
Q3 2021

Dec 03, 2021
SELL
$44.74 - $45.93 $4,429 - $4,547
-99 Reduced 1.64%
5,948 $266,000
Q2 2021

Aug 17, 2021
BUY
$43.8 - $45.14 $21,637 - $22,299
494 Added 8.9%
6,047 $273,000
Q1 2021

May 24, 2021
SELL
$42.87 - $44.08 $112,705 - $115,886
-2,629 Reduced 32.13%
5,553 $243,000
Q4 2020

Feb 16, 2021
BUY
$40.42 - $43.32 $330,716 - $354,444
8,182 New
8,182 $353,000

Others Institutions Holding AOM

# of Institutions
277
Shares Held
14.2M
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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