Leading Edge Financial Planning LLC Ishares Tr Core Moderate Alloc Transaction History

Leading Edge Financial Planning LLC

$320 Billion
Q1 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 7,370 shares of AOM stock, worth $316,983. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,370

Previous 7,370 -0.0%

Holding current value

$316,983

Previous $320 Million 1.01%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$42.66 - $45.18 $1,834 - $1,942	-43 Reduced 0.58%	7,370 $332 Million
Q2 2024 Aug 01, 2024	SELL	$41.17 - $43.25 $823 - $865	-20 Reduced 0.27%	7,413 $319 Million
Q1 2024 May 03, 2024	SELL	$40.86 - $42.78 $17,937 - $18,780	-439 Reduced 5.58%	7,433 $318 Million
Q4 2023 Feb 13, 2024	BUY	$37.83 - $41.78 $97,298 - $107,458	2,572 Added 48.53%	7,872 $327 Million
Q3 2023 Oct 25, 2023	SELL	$38.81 - $40.84 $41,216 - $43,372	-1,062 Reduced 16.69%	5,300 $206 Million
Q2 2023 Jul 17, 2023	SELL	$39.32 - $40.55 $12,110 - $12,489	-308 Reduced 4.62%	6,362 $257 Million
Q1 2023 Apr 20, 2023	BUY	$38.2 - $40.45 $254,794 - $269,801	6,670 New	6,670 $266 Million

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Leading Edge Financial Planning LLC Ishares Tr Core Moderate Alloc Transaction History