New Edge Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, New Edge Advisors, LLC holds 21,836 shares of AOM stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,836
Previous 19,186 13.81%
Holding current value
$1.04 Million
Previous $883,000 17.55%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$45.4 - $47.61 $120,310 - $126,166
2,650 Added 13.81%
21,836 $1.04 Million
Q2 2025

Aug 14, 2025
BUY
$41.55 - $46.04 $6,149 - $6,813
148 Added 0.78%
19,186 $883,000
Q1 2025

May 15, 2025
SELL
$42.93 - $44.71 $102,044 - $106,275
-2,377 Reduced 11.1%
19,038 $835,000
Q4 2024

Feb 13, 2025
SELL
$43.44 - $45.05 $67,636 - $70,142
-1,557 Reduced 6.78%
21,415 $930,000
Q3 2024

Nov 14, 2024
SELL
$42.66 - $45.18 $32,464 - $34,381
-761 Reduced 3.21%
22,972 $1.04 Million
Q2 2024

Aug 15, 2024
BUY
$41.17 - $43.25 $739,166 - $776,510
17,954 Added 310.68%
23,733 $1.02 Million
Q1 2024

May 14, 2024
SELL
$40.86 - $42.78 $151,672 - $158,799
-3,712 Reduced 39.11%
5,779 $247,000
Q4 2023

Feb 13, 2024
BUY
$37.83 - $41.78 $359,044 - $396,533
9,491 New
9,491 $393,000
Q2 2023

Aug 14, 2023
BUY
$39.32 - $40.55 $2,398 - $2,473
61 New
61 $2,000
Q4 2022

Feb 14, 2023
SELL
$36.07 - $39.57 $336,352 - $368,990
-9,325 Reduced 96.77%
311 $11,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $170,964 - $190,786
-4,675 Reduced 32.67%
9,636 $353,000
Q2 2022

Aug 09, 2022
SELL
$38.3 - $43.06 $242,362 - $272,483
-6,328 Reduced 30.66%
14,311 $558,000
Q1 2022

May 13, 2022
BUY
$41.74 - $45.45 $98,756 - $107,534
2,366 Added 12.95%
20,639 $886,000
Q4 2021

Feb 17, 2022
BUY
$44.53 - $46.0 $813,696 - $840,558
18,273 New
18,273 $831,000

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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