Steel Peak Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 14,391 shares of AOM stock, worth $686,450. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,391
Previous 15,107 4.74%
Holding current value
$686,450
Previous $718,000 4.46%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 20, 2026
SELL
$47.0 - $48.26 $33,652 - $34,554
-716 Reduced 4.74%
14,391 $686,000
Q3 2025

Oct 21, 2025
SELL
$45.4 - $47.61 $363 - $380
-8 Reduced 0.05%
15,107 $718,000
Q2 2025

Jul 22, 2025
BUY
$41.55 - $46.04 $166 - $184
4 Added 0.03%
15,115 $695,000
Q1 2025

Apr 30, 2025
SELL
$42.93 - $44.71 $63,622 - $66,260
-1,482 Reduced 8.93%
15,111 $663,000
Q4 2024

Jan 22, 2025
SELL
$43.44 - $45.05 $42,267 - $43,833
-973 Reduced 5.54%
16,593 $720,000
Q3 2024

Oct 25, 2024
BUY
$42.66 - $45.18 $11,816 - $12,514
277 Added 1.6%
17,566 $792,000
Q2 2024

Jul 16, 2024
BUY
$41.17 - $43.25 $15,644 - $16,435
380 Added 2.25%
17,289 $743,000
Q1 2024

Apr 17, 2024
BUY
$40.86 - $42.78 $34,199 - $35,806
837 Added 5.21%
16,909 $723,000
Q4 2023

Jan 23, 2024
SELL
$37.83 - $41.78 $13,845 - $15,291
-366 Reduced 2.23%
16,072 $667,000
Q3 2023

Nov 02, 2023
SELL
$38.81 - $40.84 $37,839 - $39,819
-975 Reduced 5.6%
16,438 $639,000
Q2 2023

Aug 02, 2023
SELL
$39.32 - $40.55 $1,690 - $1,743
-43 Reduced 0.25%
17,413 $703,000
Q1 2023

May 05, 2023
BUY
$38.2 - $40.45 $26,510 - $28,072
694 Added 4.14%
17,456 $695,000
Q4 2022

Jan 25, 2023
SELL
$36.07 - $39.57 $9,161 - $10,050
-254 Reduced 1.49%
16,762 $0
Q3 2022

Oct 26, 2022
SELL
$36.57 - $40.81 $15,103 - $16,854
-413 Reduced 2.37%
17,016 $623,000
Q2 2022

Aug 02, 2022
SELL
$38.3 - $43.06 $20,490 - $23,037
-535 Reduced 2.98%
17,429 $679,000
Q1 2022

May 10, 2022
SELL
$41.74 - $45.45 $62,276 - $67,811
-1,492 Reduced 7.67%
17,964 $772,000
Q4 2021

Jan 31, 2022
BUY
$44.53 - $46.0 $2,449 - $2,530
55 Added 0.28%
19,456 $885,000
Q3 2021

Nov 15, 2021
BUY
$44.74 - $45.93 $3,087 - $3,169
69 Added 0.36%
19,401 $868,000
Q2 2021

Aug 13, 2021
SELL
$43.8 - $45.14 $41,172 - $42,431
-940 Reduced 4.64%
19,332 $871,000
Q1 2021

May 18, 2021
SELL
$42.87 - $44.08 $54,873 - $56,422
-1,280 Reduced 5.94%
20,272 $883,000
Q4 2020

Feb 04, 2021
BUY
$40.42 - $43.32 $2,384 - $2,555
59 Added 0.27%
21,552 $931,000
Q3 2020

Oct 26, 2020
SELL
$39.91 - $42.11 $838 - $884
-21 Reduced 0.1%
21,493 $882,000
Q2 2020

Jul 21, 2020
BUY
$35.99 - $40.49 $774,288 - $871,101
21,514 New
21,514 $858,000

Others Institutions Holding AOM

# of Institutions
292
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
  • Industry ETFs
More about AOM
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