Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Milestone Asset Management, LLC

$454 Billion
Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Milestone Asset Management, LLC holds 20,125 shares of AOM stock, worth $899,788. This represents 0.19% of its overall portfolio holdings.

Number of Shares

20,125

Previous 20,573 2.18%

Holding current value

$899,788

Previous $928 Million 5.8%

% of portfolio

0.19%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$43.44 - $45.05 $19,461 - $20,182	-448 Reduced 2.18%	20,125 $874 Million
Q3 2024 Oct 25, 2024	BUY	$42.66 - $45.18 $32,122 - $34,020	753 Added 3.8%	20,573 $928 Million
Q2 2024 Jul 19, 2024	BUY	$41.17 - $43.25 $69,947 - $73,481	1,699 Added 9.38%	19,820 $852 Million
Q1 2024 Apr 23, 2024	BUY	$40.86 - $42.78 $12,911 - $13,518	316 Added 1.77%	18,121 $775 Million
Q4 2023 Jan 23, 2024	BUY	$37.83 - $41.78 $20,995 - $23,187	555 Added 3.22%	17,805 $739 Million
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $81,811 - $86,090	2,108 Added 13.92%	17,250 $667 Million
Q2 2023 Aug 08, 2023	SELL	$39.32 - $40.55 $1,651 - $1,703	-42 Reduced 0.28%	15,142 $612 Million
Q1 2023 May 08, 2023	SELL	$38.2 - $40.45 $16,426 - $17,393	-430 Reduced 2.75%	15,184 $605 Million
Q4 2022 Feb 06, 2023	BUY	$36.07 - $39.57 $563,196 - $617,845	15,614 New	15,614 $619 Million

Others Institutions Holding AOM

# of Institutions

273

Shares Held

14M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History