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

Plan Group Financial, LLC

$187 Million
Q4 2024

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 18,179 shares of AOM stock, worth $803,330. This represents 0.42% of its overall portfolio holdings.

Number of Shares

18,179

Previous 27,344 33.52%

Holding current value

$803,330

Previous $1.23 Million 36.01%

% of portfolio

0.42%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

268

Shares Held

12.3M

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