Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Moderate Alloc Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 6,109 shares of AOM stock, worth $269,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,109
Previous 7,992 23.56%
Holding current value
$269,590
Previous $360,000 26.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
SELL
$43.44 - $45.05 $81,797 - $84,829
-1,883 Reduced 23.56%
6,109 $265,000
Q3 2024

Oct 15, 2024
SELL
$42.66 - $45.18 $8,873 - $9,397
-208 Reduced 2.54%
7,992 $360,000
Q2 2024

Aug 09, 2024
BUY
$41.17 - $43.25 $329 - $346
8 Added 0.1%
8,200 $352,000
Q1 2024

Apr 26, 2024
BUY
$40.86 - $42.78 $6,946 - $7,272
170 Added 2.12%
8,192 $350,000
Q4 2023

Feb 07, 2024
SELL
$37.83 - $41.78 $18,082 - $19,970
-478 Reduced 5.62%
8,022 $332,000
Q3 2023

Oct 13, 2023
BUY
$38.81 - $40.84 $32,988 - $34,714
850 Added 11.11%
8,500 $330,000
Q2 2023

Aug 02, 2023
SELL
$39.32 - $40.55 $11,874 - $12,246
-302 Reduced 3.8%
7,650 $309,000
Q1 2023

Apr 24, 2023
BUY
$38.2 - $40.45 $3,056 - $3,236
80 Added 1.02%
7,952 $316,000
Q4 2022

Feb 07, 2023
SELL
$36.07 - $39.57 $61,607 - $67,585
-1,708 Reduced 17.83%
7,872 $299,000
Q3 2022

Oct 24, 2022
SELL
$36.57 - $40.81 $18,029 - $20,119
-493 Reduced 4.89%
9,580 $351,000
Q2 2022

Jul 15, 2022
BUY
$38.3 - $43.06 $7,621 - $8,568
199 Added 2.02%
10,073 $392,000
Q1 2022

Apr 27, 2022
BUY
$41.74 - $45.45 $29,802 - $32,451
714 Added 7.79%
9,874 $424,000
Q4 2021

Feb 07, 2022
SELL
$44.53 - $46.0 $23,066 - $23,828
-518 Reduced 5.35%
9,160 $417,000
Q3 2021

Nov 03, 2021
BUY
$44.74 - $45.93 $23,533 - $24,159
526 Added 5.75%
9,678 $433,000
Q2 2021

Aug 12, 2021
BUY
$43.8 - $45.14 $6,832 - $7,041
156 Added 1.73%
9,152 $413,000
Q1 2021

Apr 30, 2021
BUY
$42.87 - $44.08 $184,341 - $189,544
4,300 Added 91.57%
8,996 $392,000
Q4 2020

Feb 16, 2021
BUY
$40.42 - $43.32 $189,812 - $203,430
4,696 New
4,696 $203,000

Others Institutions Holding AOM

# of Institutions
277
Shares Held
14.2M
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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email