Private Client Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

A detailed history of Private Client Services, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Private Client Services, LLC holds 5,710 shares of AOM stock, worth $272,367. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,710
Previous 5,529 3.27%
Holding current value
$272,367
Previous $255 Million 6.73%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$45.4 - $47.61 $8,217 - $8,617
181 Added 3.27%
5,710 $272 Million
Q2 2025

Jul 01, 2025
BUY
$41.55 - $46.04 $15,124 - $16,758
364 Added 7.05%
5,529 $255 Million
Q1 2025

Apr 08, 2025
SELL
$42.93 - $44.71 $21,336 - $22,220
-497 Reduced 8.78%
5,165 $227 Million
Q4 2024

Jan 08, 2025
BUY
$43.44 - $45.05 $245,957 - $255,073
5,662 New
5,662 $246 Million

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
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
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email