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

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Plan Group Financial, LLC holds 12,131 shares of AOM stock, worth $578,648. This represents 0.16% of its overall portfolio holdings.

Number of Shares

12,131

Previous 16,103 24.67%

Holding current value

$578,648

Previous $741,000 22.13%

% of portfolio

0.16%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$45.4 - $47.61 $180,328 - $189,106	-3,972 Reduced 24.67%	12,131 $577,000
Q2 2025 Aug 13, 2025	SELL	$41.55 - $46.04 $19,570 - $21,684	-471 Reduced 2.84%	16,103 $741,000
Q1 2025 May 09, 2025	SELL	$42.93 - $44.71 $68,902 - $71,759	-1,605 Reduced 8.83%	16,574 $727,000
Q4 2024 Jan 31, 2025	SELL	$43.44 - $45.05 $398,127 - $412,883	-9,165 Reduced 33.52%	18,179 $789,000
Q3 2024 Oct 22, 2024	SELL	$42.66 - $45.18 $77,513 - $82,092	-1,817 Reduced 6.23%	27,344 $1.23 Million

Q2 2024 Aug 05, 2024	BUY	$41.17 - $43.25 $168,385 - $176,892	4,090 Added 16.31%	29,161 $1.25 Million
Q1 2024 Apr 26, 2024	BUY	$40.86 - $42.78 $68,726 - $71,955	1,682 Added 7.19%	25,071 $1.07 Million
Q4 2023 Jan 29, 2024	SELL	$37.83 - $41.78 $45,849 - $50,637	-1,212 Reduced 4.93%	23,389 $970,000
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $954,764 - $1 Million	24,601 New	24,601 $957,000

Others Institutions Holding AOM

# of Institutions

289

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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