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

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

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 18,384 shares of AOM stock, worth $876,916. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,384

Previous 18,254 0.71%

Holding current value

$876,916

Previous $840,000 4.05%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$45.4 - $47.61 $5,902 - $6,189	130 Added 0.71%	18,384 $874,000
Q2 2025 Aug 04, 2025	BUY	$41.55 - $46.04 $125,314 - $138,856	3,016 Added 19.79%	18,254 $840,000
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

289

Shares Held

11.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Account

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