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

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 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 12,557 shares of AOM stock, worth $539,197. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,557
Previous 12,557 -0.0%
Holding current value
$539,197
Previous $566,000 -0.0%
% of portfolio
0.02%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
11.2M
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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