Rfp Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History

Rfp Financial Group LLC

$228 Million
Q3 2025

A detailed history of Rfp Financial Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Rfp Financial Group LLC holds 5,712 shares of AOM stock, worth $272,462. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,712

Previous 5,544 3.03%

Holding current value

$272,462

Previous $255,000 6.27%

% of portfolio

0.12%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$45.4 - $47.61 $7,627 - $7,998	168 Added 3.03%	5,712 $271,000
Q2 2025 Aug 13, 2025	SELL	$41.55 - $46.04 $26,716 - $29,603	-643 Reduced 10.39%	5,544 $255,000
Q1 2025 Apr 22, 2025	BUY	$42.93 - $44.71 $20,391 - $21,237	475 Added 8.32%	6,187 $271,000
Q4 2024 Jan 28, 2025	BUY	$43.44 - $45.05 $248,129 - $257,325	5,712 New	5,712 $248,000
Q2 2024 Jul 25, 2024	SELL	$41.17 - $43.25 $56,979 - $59,858	-1,384 Reduced 31.05%	3,073 $132,000

Q1 2024 May 09, 2024	BUY	$40.86 - $42.78 $37,346 - $39,100	914 Added 25.8%	4,457 $190,000
Q4 2023 Feb 12, 2024	BUY	$37.83 - $41.78 $52,697 - $58,199	1,393 Added 64.79%	3,543 $147,000
Q3 2023 Oct 30, 2023	BUY	$38.81 - $40.84 $69,237 - $72,858	1,784 Added 487.43%	2,150 $83,000
Q2 2023 Aug 01, 2023	BUY	$39.32 - $40.55 $8,886 - $9,164	226 Added 161.43%	366 $14,000
Q1 2023 Apr 26, 2023	SELL	$38.2 - $40.45 $15,356 - $16,260	-402 Reduced 74.17%	140 $5.57 Million
Q4 2022 Jan 24, 2023	BUY	$36.07 - $39.57 $19,549 - $21,446	542 New	542 $20.6 Million

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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Rfp Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History