Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Life Plan Financial, LLC holds 31,999 shares of AOM stock, worth $1.53 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

31,999

Previous 32,791 2.42%

Holding current value

$1.53 Million

Previous $1.56 Billion 2.11%

% of portfolio

1.17%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$47.0 - $48.26 $37,224 - $38,221	-792 Reduced 2.42%	31,999 $1.53 Billion
Q3 2025 Nov 13, 2025	SELL	$45.4 - $47.61 $220,280 - $231,003	-4,852 Reduced 12.89%	32,791 $1.56 Billion
Q2 2025 Jul 09, 2025	SELL	$41.55 - $46.04 $14,002 - $15,515	-337 Reduced 0.89%	37,643 $1.73 Billion
Q1 2025 Apr 25, 2025	SELL	$42.93 - $44.71 $411,741 - $428,813	-9,591 Reduced 20.16%	37,980 $1.67 Billion
Q4 2024 Jan 16, 2025	BUY	$43.44 - $45.05 $466,371 - $483,656	10,736 Added 29.15%	47,571 $2.07 Billion

Q3 2024 Oct 03, 2024	SELL	$42.66 - $45.18 $48,547 - $51,414	-1,138 Reduced 3.0%	36,835 $1.66 Billion
Q2 2024 Jul 30, 2024	BUY	$41.17 - $43.25 $230,634 - $242,286	5,602 Added 17.31%	37,973 $1.63 Billion
Q1 2024 Apr 30, 2024	BUY	$40.86 - $42.78 $1,184 - $1,240	29 Added 0.09%	32,371 $1.38 Billion
Q4 2023 Jan 30, 2024	BUY	$37.83 - $41.78 $1.22 Million - $1.35 Million	32,342 New	32,342 $1.34 Billion

Others Institutions Holding AOM

# of Institutions

291

Shares Held

11.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History