Legacy Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History

Legacy Financial Group LLC

  • $537 Million
  • Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Legacy Financial Group LLC holds 15,839 shares of AOM stock, worth $698,975. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,839
Previous 15,456 2.48%
Holding current value
$698,975
Previous $697 Million 99.9%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 21, 2025
BUY
$43.44 - $45.05 $16,637 - $17,254
383 Added 2.48%
15,839 $688,000
Q3 2024

Oct 15, 2024
BUY
$42.66 - $45.18 $25,084 - $26,565
588 Added 3.95%
15,456 $697 Million
Q2 2024

Jul 17, 2024
BUY
$41.17 - $43.25 $39,440 - $41,433
958 Added 6.89%
14,868 $639 Million
Q1 2024

Apr 10, 2024
BUY
$40.86 - $42.78 $568,362 - $595,069
13,910 New
13,910 $595 Million
Q3 2023

Oct 24, 2023
BUY
$38.81 - $40.84 $8,344 - $8,780
215 Added 1.39%
15,698 $611,000
Q2 2023

Jul 24, 2023
SELL
$39.32 - $40.55 $20,682 - $21,329
-526 Reduced 3.29%
15,483 $625,000
Q1 2023

Apr 21, 2023
BUY
$38.2 - $40.45 $17,763 - $18,809
465 Added 2.99%
16,009 $638,000
Q4 2022

Jan 26, 2023
SELL
$36.07 - $39.57 $2,813 - $3,086
-78 Reduced 0.5%
15,544 $0
Q3 2022

Oct 13, 2022
SELL
$36.57 - $40.81 $89,230 - $99,576
-2,440 Reduced 13.51%
15,622 $572,000
Q2 2022

Jul 08, 2022
BUY
$38.3 - $43.06 $43,470 - $48,873
1,135 Added 6.71%
18,062 $704,000
Q1 2022

Apr 12, 2022
BUY
$41.74 - $45.45 $218,968 - $238,430
5,246 Added 44.91%
16,927 $727,000
Q4 2021

Jan 20, 2022
SELL
$44.53 - $46.0 $337,403 - $348,542
-7,577 Reduced 39.34%
11,681 $526,000
Q3 2021

Oct 22, 2021
SELL
$44.74 - $45.93 $13,019 - $13,365
-291 Reduced 1.49%
19,258 $862,000
Q2 2021

Jul 20, 2021
BUY
$43.8 - $45.14 $71,613 - $73,803
1,635 Added 9.13%
19,549 $881,000
Q1 2021

Apr 26, 2021
BUY
$42.87 - $44.08 $8,874 - $9,124
207 Added 1.17%
17,914 $780,000
Q4 2020

Jan 28, 2021
BUY
$40.42 - $43.32 $715,716 - $767,067
17,707 New
17,707 $765,000

Others Institutions Holding AOM

# of Institutions
268
Shares Held
12.3M
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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