Sovereign Financial Group, Inc. Ishares Tr Core Moderate Alloc Transaction History

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 22,148 shares of AOM stock, worth $1.06 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,148
Previous 20,922 5.86%
Holding current value
$1.06 Million
Previous $995,000 6.13%
% of portfolio
0.2%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$47.0 - $48.26 $57,622 - $59,166
1,226 Added 5.86%
22,148 $1.06 Million
Q3 2025

Oct 17, 2025
BUY
$45.4 - $47.61 $8,489 - $8,903
187 Added 0.9%
20,922 $995,000
Q2 2025

Jul 25, 2025
BUY
$41.55 - $46.04 $24,722 - $27,393
595 Added 2.95%
20,735 $954,000
Q1 2025

Apr 11, 2025
SELL
$42.93 - $44.71 $3,090 - $3,219
-72 Reduced 0.36%
20,140 $882,000
Q4 2024

Jan 14, 2025
BUY
$43.44 - $45.05 $65,116 - $67,529
1,499 Added 8.01%
20,212 $878,000
Q3 2024

Oct 08, 2024
BUY
$42.66 - $45.18 $46,798 - $49,562
1,097 Added 6.23%
18,713 $844,000
Q2 2024

Jul 15, 2024
BUY
$41.17 - $43.25 $6,875 - $7,222
167 Added 0.96%
17,616 $757,000
Q1 2024

Apr 15, 2024
SELL
$40.86 - $42.78 $1,552 - $1,625
-38 Reduced 0.22%
17,449 $746,000
Q4 2023

Feb 06, 2024
BUY
$37.83 - $41.78 $23,984 - $26,488
634 Added 3.76%
17,487 $725,000
Q3 2023

Nov 03, 2023
SELL
$38.81 - $40.84 $54,838 - $57,706
-1,413 Reduced 7.74%
16,853 $656,000
Q2 2023

Jul 31, 2023
BUY
$39.32 - $40.55 $393 - $405
10 Added 0.05%
18,266 $738,000
Q1 2023

May 04, 2023
BUY
$38.2 - $40.45 $42,172 - $44,656
1,104 Added 6.44%
18,256 $727,000
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $25,176 - $27,619
698 Added 4.24%
17,152 $651,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $35,107 - $39,177
-960 Reduced 5.51%
16,454 $602,000
Q2 2022

Aug 15, 2022
SELL
$38.3 - $43.06 $103,180 - $116,003
-2,694 Reduced 13.4%
17,414 $678,000
Q1 2022

May 16, 2022
BUY
$41.74 - $45.45 $80,349 - $87,491
1,925 Added 10.59%
20,108 $864,000
Q4 2021

Feb 15, 2022
BUY
$44.53 - $46.0 $159,640 - $164,910
3,585 Added 24.56%
18,183 $827,000
Q3 2021

Nov 12, 2021
BUY
$44.74 - $45.93 $303,247 - $311,313
6,778 Added 86.68%
14,598 $653,000
Q1 2021

May 17, 2021
BUY
$42.87 - $44.08 $335,243 - $344,705
7,820 New
7,820 $341,000

Others Institutions Holding AOM

# of Institutions
291
Shares Held
12.2M
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
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More about AOM
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