Private Trust CO Na Ishares Tr Core Moderate Alloc Transaction History

Private Trust CO Na

$1.06 Billion
Q4 2025

A detailed history of Private Trust CO Na transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Private Trust CO Na holds 85 shares of AOM stock, worth $4,054. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,054

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$47.0 - $48.26 $3,995 - $4,102	85 New	85 $4,000

Others Institutions Holding AOM

# of Institutions

292

Shares Held

12.2M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$130 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$51.8 Million
0.02% of portfolio
Foundations Investment Advisors, LLC

508K
Shares

$24.2 Million
0.39% of portfolio
Morgan Stanley New York, NY

365K
Shares

$17.4 Million
0.0% of portfolio
Weitzel Financial Services, Inc.

289K
Shares

$13.8 Million
5.55% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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