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

Philip James Wealth Mangement, LLC

$814 Billion
Q3 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 5,469 shares of AOM stock, worth $238,393. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,469

Previous 5,399 1.3%

Holding current value

$238,393

Previous $232 Million 6.24%

% of portfolio

0.03%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$42.66 - $45.18 $2,986 - $3,162	70 Added 1.3%	5,469 $247 Million
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

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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