Lido Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Lido Advisors, LLC holds 8,005 shares of AOM stock, worth $381,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,005
Previous 8,005 -0.0%
Holding current value
$381,838
Previous $368,000 3.26%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$41.55 - $46.04 $664 - $736
16 Added 0.2%
8,005 $368,000
Q1 2025

May 15, 2025
SELL
$42.93 - $44.71 $62,591 - $65,187
-1,458 Reduced 15.43%
7,989 $350,000
Q3 2024

Nov 14, 2024
BUY
$42.66 - $45.18 $725 - $768
17 Added 0.18%
9,447 $426,000
Q2 2024

Aug 14, 2024
BUY
$41.17 - $43.25 $1,193 - $1,254
29 Added 0.31%
9,430 $405,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $3,473 - $3,636
85 Added 0.91%
9,401 $402,000
Q4 2023

Feb 14, 2024
SELL
$37.83 - $41.78 $907 - $1,002
-24 Reduced 0.26%
9,316 $386,000
Q3 2023

Nov 14, 2023
SELL
$38.81 - $40.84 $95,200 - $100,180
-2,453 Reduced 20.8%
9,340 $363,000
Q2 2023

Aug 09, 2023
BUY
$39.32 - $40.55 $629 - $648
16 Added 0.14%
11,793 $476,000
Q1 2023

May 15, 2023
BUY
$38.2 - $40.45 $449,881 - $476,379
11,777 New
11,777 $469,000
Q1 2019

May 10, 2019
SELL
$35.53 - $38.06 $2,913 - $3,120
-82 Reduced 1.13%
7,181 $273,000
Q3 2018

Nov 14, 2018
SELL
$37.2 - $38.08 $123,057 - $125,968
-3,308 Reduced 31.29%
7,263 $275,000
Q2 2018

Aug 14, 2018
SELL
$37.34 - $37.89 $5,003 - $5,077
-134 Reduced 1.25%
10,571 $396,000
Q1 2018

May 10, 2018
BUY
$37.16 - $39.0 $30,582 - $32,097
823 Added 8.33%
10,705 $404,000
Q3 2017

Nov 13, 2017
BUY
$37.81 - $37.97 $373,638 - $375,219
9,882
9,882 $377,000

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
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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