Mps Loria Financial Planners, LLC Ishares Tr Core Moderate Alloc Transaction History

Mps Loria Financial Planners, LLC

  • $367 Million
  • Q3 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 9,954 shares of AOM stock, worth $474,805. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,954
Previous 9,657 3.08%
Holding current value
$474,805
Previous $444,000 6.53%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$45.4 - $47.61 $13,483 - $14,140
297 Added 3.08%
9,954 $473,000
Q2 2025

Jul 29, 2025
BUY
$41.55 - $46.04 $67,768 - $75,091
1,631 Added 20.32%
9,657 $444,000
Q1 2025

Apr 22, 2025
BUY
$42.93 - $44.71 $344,556 - $358,842
8,026 New
8,026 $352,000

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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