Philip James Wealth Mangement, LLC Ishares Tr Core Moderate Alloc Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 5,399 shares of AOM stock, worth $238,959. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,399
Previous 5,486 1.59%
Holding current value
$238,959
Previous $235 Million 1.04%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$41.17 - $43.25 $3,581 - $3,762
-87 Reduced 1.59%
5,399 $232 Million
Q1 2024

Apr 29, 2024
SELL
$40.86 - $42.78 $3,922 - $4,106
-96 Reduced 1.72%
5,486 $235 Million
Q4 2023

Jan 29, 2024
BUY
$37.83 - $41.78 $211,167 - $233,215
5,582 New
5,582 $232 Million

Others Institutions Holding AOM

# of Institutions
248
Shares Held
11.4M
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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