Mendel Capital Management LLC Ishares Tr Core Moderate Alloc Transaction History

Mendel Capital Management LLC

$162 Million
Q3 2024

A detailed history of Mendel Capital Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mendel Capital Management LLC holds 10,043 shares of AOM stock, worth $439,582. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,043

Previous 10,060 0.17%

Holding current value

$439,582

Previous $432,000 4.86%

% of portfolio

0.28%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$42.66 - $45.18 $725 - $768	-17 Reduced 0.17%	10,043 $453,000
Q2 2024 Jul 26, 2024	BUY	$41.17 - $43.25 $2,182 - $2,292	53 Added 0.53%	10,060 $432,000
Q1 2024 May 15, 2024	BUY	$40.86 - $42.78 $4,372 - $4,577	107 Added 1.08%	10,007 $428,000
Q1 2023 May 03, 2023	SELL	$38.2 - $40.45 $5,921 - $6,269	-155 Reduced 1.54%	9,900 $394,000
Q4 2021 Feb 16, 2022	BUY	$44.53 - $46.0 $447,749 - $462,530	10,055 New	10,055 $457,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Mendel Capital Management LLC Ishares Tr Core Moderate Alloc Transaction History