Syverson Strege & CO Ishares Tr Core Moderate Alloc Transaction History

Syverson Strege & CO

  • $280 Million
  • Q4 2024

A detailed history of Syverson Strege & CO transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Syverson Strege & CO holds 6,893 shares of AOM stock, worth $306,738. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,893
Previous 7,841 12.09%
Holding current value
$306,738
Previous $353,000 15.3%
% of portfolio
0.11%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$43.44 - $45.05 $41,181 - $42,707
-948 Reduced 12.09%
6,893 $299,000
Q3 2024

Nov 12, 2024
BUY
$42.66 - $45.18 $8,276 - $8,764
194 Added 2.54%
7,841 $353,000
Q2 2024

Aug 07, 2024
BUY
$41.17 - $43.25 $1,111 - $1,167
27 Added 0.35%
7,647 $328,000
Q1 2024

Apr 30, 2024
SELL
$40.86 - $42.78 $111,997 - $117,259
-2,741 Reduced 26.45%
7,620 $325,000
Q4 2023

Feb 14, 2024
BUY
$37.83 - $41.78 $2,307 - $2,548
61 Added 0.59%
10,361 $430,000
Q3 2023

Nov 09, 2023
BUY
$38.81 - $40.84 $2,522 - $2,654
65 Added 0.64%
10,300 $400,000
Q2 2023

Aug 04, 2023
SELL
$39.32 - $40.55 $2,083 - $2,149
-53 Reduced 0.52%
10,235 $413,000
Q1 2023

May 03, 2023
BUY
$38.2 - $40.45 $24,448 - $25,888
640 Added 6.63%
10,288 $410,000
Q4 2022

Feb 06, 2023
BUY
$36.07 - $39.57 $72,140 - $79,140
2,000 Added 26.15%
9,648 $366,000
Q3 2022

Nov 09, 2022
BUY
$36.57 - $40.81 $5,704 - $6,366
156 Added 2.08%
7,648 $280,000
Q2 2022

Aug 11, 2022
BUY
$38.3 - $43.06 $6,893 - $7,750
180 Added 2.46%
7,492 $292,000
Q1 2022

Apr 13, 2022
SELL
$41.74 - $45.45 $72,919 - $79,401
-1,747 Reduced 19.28%
7,312 $314,000
Q4 2021

Jan 19, 2022
SELL
$44.53 - $46.0 $87,902 - $90,804
-1,974 Reduced 17.89%
9,059 $412,000
Q3 2021

Nov 02, 2021
BUY
$44.74 - $45.93 $3,042 - $3,123
68 Added 0.62%
11,033 $494,000
Q2 2021

Aug 04, 2021
SELL
$43.8 - $45.14 $39,113 - $40,310
-893 Reduced 7.53%
10,965 $494,000
Q1 2021

May 07, 2021
BUY
$42.87 - $44.08 $76,137 - $78,286
1,776 Added 17.62%
11,858 $516,000
Q4 2020

Feb 03, 2021
BUY
$40.42 - $43.32 $407,514 - $436,752
10,082 New
10,082 $436,000

Others Institutions Holding AOM

# of Institutions
274
Shares Held
13.2M
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
Track This Portfolio

Track Syverson Strege & CO Portfolio

Follow Syverson Strege & CO 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 Syverson Strege & CO, based on Form 13F filings with the SEC.

News

Stay updated on Syverson Strege & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email