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 $314,323. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,113

Previous 13,076 45.6%

Holding current value

$314,323

Previous $589,000 47.71%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

268

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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