Onyx Bridge Wealth Group LLC Ishares Tr Core Moderate Alloc Transaction History

Onyx Bridge Wealth Group LLC

$667 Million
Q4 2024

A detailed history of Onyx Bridge Wealth Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 68,109 shares of AOM stock, worth $3.03 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

68,109

Previous 65,913 3.33%

Holding current value

$3.03 Million

Previous $2.97 Million 0.5%

% of portfolio

0.44%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$43.44 - $45.05 $95,394 - $98,929	2,196 Added 3.33%	68,109 $2.96 Million
Q3 2024 Oct 16, 2024	SELL	$42.66 - $45.18 $3,540 - $3,749	-83 Reduced 0.13%	65,913 $2.97 Million
Q2 2024 Jul 22, 2024	BUY	$41.17 - $43.25 $227,340 - $238,826	5,522 Added 9.13%	65,996 $2.84 Million
Q1 2024 Apr 29, 2024	BUY	$40.86 - $42.78 $175,493 - $183,740	4,295 Added 7.65%	60,474 $2.59 Million
Q4 2023 Jan 31, 2024	BUY	$37.83 - $41.78 $389,384 - $430,041	10,293 Added 22.43%	56,179 $2.33 Million
Q3 2023 Oct 16, 2023	BUY	$38.81 - $40.84 $39,741 - $41,820	1,024 Added 2.28%	45,886 $1.79 Million
Q2 2023 Jul 25, 2023	BUY	$39.32 - $40.55 $1.76 Million - $1.82 Million	44,862 New	44,862 $1.81 Million

Others Institutions Holding AOM

# of Institutions

274

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Onyx Bridge Wealth Group LLC Ishares Tr Core Moderate Alloc Transaction History