Tempus Wealth Planning, LLC Ishares Tr Core Moderate Alloc Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q4 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 8,640 shares of AOM stock, worth $412,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,640

Previous 8,076 6.98%

Holding current value

$412,128

Previous $384,000 7.29%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$47.0 - $48.26 $26,508 - $27,218	564 Added 6.98%	8,640 $412,000
Q3 2025 Nov 05, 2025	SELL	$45.4 - $47.61 $14,437 - $15,139	-318 Reduced 3.79%	8,076 $384,000
Q2 2025 Jul 16, 2025	SELL	$41.55 - $46.04 $13,212 - $14,640	-318 Reduced 3.65%	8,394 $386,000
Q1 2025 May 06, 2025	SELL	$42.93 - $44.71 $14,252 - $14,843	-332 Reduced 3.67%	8,712 $382,000
Q4 2024 Jan 24, 2025	BUY	$43.44 - $45.05 $3,779 - $3,919	87 Added 0.97%	9,044 $392,000

Q3 2024 Oct 22, 2024	BUY	$42.66 - $45.18 $30,160 - $31,942	707 Added 8.57%	8,957 $404,000
Q2 2024 Jul 25, 2024	BUY	$41.17 - $43.25 $339,652 - $356,812	8,250 New	8,250 $354,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $374,403 - $417,812	10,238 New	10,238 $375,000

Others Institutions Holding AOM

# of Institutions

291

Shares Held

12.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Tempus Wealth Planning, LLC Ishares Tr Core Moderate Alloc Transaction History