Pensionmark Financial Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 15,238 shares of AOM stock, worth $678,091. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,238

Previous 12,557 21.35%

Holding current value

$678,091

Previous $566,000 16.78%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$43.44 - $45.05 $116,462 - $120,779	2,681 Added 21.35%	15,238 $661,000
Q3 2024 Nov 14, 2024	BUY	$42.66 - $45.18 $4,138 - $4,382	97 Added 0.78%	12,557 $566,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $512,978 - $538,895	12,460 New	12,460 $535,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $75 - $83	2 Added 0.02%	12,220 $507,000
Q2 2023 Aug 14, 2023	BUY	$39.32 - $40.55 $480,411 - $495,439	12,218 New	12,218 $493,000
Q1 2019 May 14, 2019	SELL	$35.53 - $38.06 $510,566 - $546,922	-14,370 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $506,398 - $544,910	14,370 New	14,370 $513,000

Others Institutions Holding AOM

# of Institutions

270

Shares Held

13.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Pensionmark Financial Group, LLC Ishares Tr Core Moderate Alloc Transaction History