A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 41,148 shares of AOM stock, worth $1.79 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41,148
Previous 43,892 6.25%
Holding current value
$1.79 Million
Previous $1.89 Million 1.64%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$42.66 - $45.18 $117,059 - $123,973
-2,744 Reduced 6.25%
41,148 $1.86 Million
Q2 2024

Jul 19, 2024

SELL
$41.17 - $43.25 $239,815 - $251,931
-5,825 Reduced 11.72%
43,892 $1.89 Million
Q1 2024

Apr 22, 2024

SELL
$40.86 - $42.78 $1.18 Million - $1.23 Million
-28,858 Reduced 36.73%
49,717 $2.13 Million
Q4 2023

Jan 16, 2024

BUY
$37.83 - $41.78 $1.19 Million - $1.32 Million
31,542 Added 67.06%
78,575 $3.26 Million
Q3 2023

Oct 24, 2023

SELL
$38.81 - $40.84 $290,686 - $305,891
-7,490 Reduced 13.74%
47,033 $1.83 Million
Q2 2023

Jul 25, 2023

SELL
$39.32 - $40.55 $35,977 - $37,103
-915 Reduced 1.65%
54,523 $2.2 Million
Q1 2023

Apr 14, 2023

SELL
$38.2 - $40.45 $2.49 Million - $2.64 Million
-65,239 Reduced 54.06%
55,438 $2.21 Million
Q4 2022

Feb 08, 2023

BUY
$36.07 - $39.57 $1.9 Million - $2.09 Million
52,759 Added 77.68%
120,677 $4.59 Million
Q3 2022

Oct 25, 2022

BUY
$36.57 - $40.81 $503,093 - $561,423
13,757 Added 25.4%
67,918 $2.49 Million
Q2 2022

Aug 12, 2022

SELL
$38.3 - $43.06 $741,832 - $834,029
-19,369 Reduced 26.34%
54,161 $2.11 Million
Q1 2022

May 11, 2022

BUY
$41.74 - $45.45 $518,452 - $564,534
12,421 Added 20.33%
73,530 $3.16 Million
Q4 2021

Feb 08, 2022

SELL
$44.53 - $46.0 $135,460 - $139,932
-3,042 Reduced 4.74%
61,109 $2.78 Million
Q3 2021

Nov 02, 2021

SELL
$44.74 - $45.93 $255,241 - $262,030
-5,705 Reduced 8.17%
64,151 $2.87 Million
Q2 2021

Aug 11, 2021

SELL
$43.8 - $45.14 $49,012 - $50,511
-1,119 Reduced 1.58%
69,856 $3.15 Million
Q1 2021

May 14, 2021

BUY
$42.87 - $44.08 $740,193 - $761,085
17,266 Added 32.15%
70,975 $3.09 Million
Q4 2020

Feb 12, 2021

BUY
$40.42 - $43.32 $184,961 - $198,232
4,576 Added 9.31%
53,709 $2.32 Million
Q3 2020

Nov 04, 2020

SELL
$39.91 - $42.11 $173,608 - $183,178
-4,350 Reduced 8.13%
49,133 $2.02 Million
Q2 2020

Jul 17, 2020

BUY
$35.99 - $40.49 $314,768 - $354,125
8,746 Added 19.55%
53,483 $2.13 Million
Q1 2020

Apr 21, 2020

SELL
$34.02 - $40.94 $910,681 - $1.1 Million
-26,769 Reduced 37.44%
44,737 $1.64 Million
Q4 2019

Feb 12, 2020

BUY
$38.71 - $40.3 $567,914 - $591,241
14,671 Added 25.81%
71,506 $2.87 Million
Q3 2019

Nov 07, 2019

BUY
$38.32 - $39.31 $29,468 - $30,229
769 Added 1.37%
56,835 $2.23 Million
Q2 2019

Aug 06, 2019

SELL
$37.75 - $39.08 $875,988 - $906,851
-23,205 Reduced 29.27%
56,066 $2.19 Million
Q1 2019

May 06, 2019

SELL
$35.53 - $38.06 $2.65 Million - $2.84 Million
-74,552 Reduced 48.47%
79,271 $3.02 Million
Q4 2018

Feb 11, 2019

BUY
$35.24 - $37.92 $3.39 Million - $3.65 Million
96,157 Added 166.75%
153,823 $5.49 Million
Q3 2018

Nov 14, 2018

SELL
$37.2 - $38.08 $186,260 - $190,666
-5,007 Reduced 7.99%
57,666 $2.19 Million
Q2 2018

Jul 30, 2018

SELL
$37.34 - $37.89 $785,894 - $797,470
-21,047 Reduced 25.14%
62,673 $2.35 Million
Q1 2018

Apr 16, 2018

SELL
$37.16 - $39.0 $1.32 Million - $1.39 Million
-35,643 Reduced 29.86%
83,720 $3.16 Million
Q4 2017

Feb 09, 2018

SELL
$37.87 - $38.74 $336,361 - $344,088
-8,882 Reduced 6.93%
119,363 $4.54 Million
Q3 2017

Oct 26, 2017

SELL
$37.81 - $37.97 $152,676 - $153,322
-4,038 Reduced 3.05%
128,245 $4.87 Million
Q2 2017

Aug 15, 2017

BUY
N/A
132,283
132,283 $4.93 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. 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 Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.