Optimum Investment Advisors Ishares Tr Core Moderate Alloc Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	$41.74 - $45.45 $20,870 - $22,725	-500 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$43.8 - $45.14 $21,900 - $22,570	500 New	500 $23,000
Q1 2021 Apr 15, 2021	SELL	$42.87 - $44.08 $73,564 - $75,641	-1,716 Closed	0 $0
Q4 2020 Jan 21, 2021	SELL	$40.42 - $43.32 $77,161 - $82,697	-1,909 Reduced 52.66%	1,716 $74,000
Q3 2020 Oct 06, 2020	BUY	$39.91 - $42.11 $45,577 - $48,089	1,142 Added 45.99%	3,625 $149,000
Q2 2020 Jul 16, 2020	BUY	$35.99 - $40.49 $19,398 - $21,824	539 Added 27.73%	2,483 $99,000
Q4 2019 Jan 22, 2020	BUY	$38.71 - $40.3 $812 - $846	21 Added 1.09%	1,944 $78,000
Q3 2019 Oct 17, 2019	BUY	$38.32 - $39.31 $536 - $550	14 Added 0.73%	1,923 $76,000
Q2 2019 Jul 29, 2019	BUY	$37.75 - $39.08 $339 - $351	9 Added 0.47%	1,909 $74,000
Q3 2018 Oct 05, 2018	BUY	$37.2 - $38.08 $59,520 - $60,928	1,600 Added 533.33%	1,900 $72,000
Q1 2018 May 09, 2018	BUY	$37.16 - $39.0 $11,147 - $11,700	300 New	300 $11,000

Others Institutions Holding AOM

# of Institutions

253

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.