Tiedemann Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 193,916 shares of AOM stock, worth $9.25 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

193,916

Previous 270,352 28.27%

Holding current value

$9.25 Million

Previous $10.9 Million 30.9%

% of portfolio

0.33%

Previous 0.47%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $2.97 Million - $3.12 Million	-76,436 Reduced 28.27%	193,916 $7.55 Million
Q2 2023 Jul 20, 2023	SELL	$39.32 - $40.55 $15.6 Million - $16 Million	-395,592 Reduced 59.4%	270,352 $10.9 Million
Q1 2023 Apr 26, 2023	SELL	$38.2 - $40.45 $24.5 Million - $25.9 Million	-640,491 Reduced 49.03%	665,944 $26.5 Million
Q4 2022 Feb 08, 2023	SELL	$36.07 - $39.57 $4.71 Million - $5.16 Million	-130,510 Reduced 9.08%	1,306,435 $49.7 Million
Q3 2022 Oct 28, 2022	SELL	$36.57 - $40.81 $4.78 Million - $5.34 Million	-130,807 Reduced 8.34%	1,436,945 $52.6 Million

Q2 2022 Aug 03, 2022	BUY	$38.3 - $43.06 $1.42 Million - $1.6 Million	37,197 Added 2.43%	1,567,752 $61.1 Million
Q1 2022 Apr 27, 2022	BUY	$41.74 - $45.45 $563,949 - $614,074	13,511 Added 0.89%	1,530,555 $65.8 Million
Q4 2021 Feb 09, 2022	SELL	$44.53 - $46.0 $1.03 Million - $1.07 Million	-23,232 Reduced 1.51%	1,517,044 $69 Million
Q3 2021 Nov 12, 2021	SELL	$44.74 - $45.93 $2.52 Million - $2.59 Million	-56,432 Reduced 3.53%	1,540,276 $68.9 Million
Q2 2021 Aug 12, 2021	BUY	$43.8 - $45.14 $6.07 Million - $6.26 Million	138,695 Added 9.51%	1,596,708 $71.9 Million
Q1 2021 May 13, 2021	BUY	$42.87 - $44.08 $2.13 Million - $2.19 Million	49,622 Added 3.52%	1,458,013 $63.5 Million
Q4 2020 Feb 16, 2021	SELL	$40.42 - $43.32 $2.41 Million - $2.58 Million	-59,666 Reduced 4.06%	1,408,391 $60.8 Million
Q3 2020 Nov 12, 2020	SELL	$39.91 - $42.11 $3.47 Million - $3.66 Million	-86,936 Reduced 5.59%	1,468,057 $60.3 Million
Q2 2020 Nov 12, 2020	BUY	$35.99 - $40.49 $9.27 Million - $10.4 Million	257,572 Added 19.85%	1,554,993 $62 Million
Q2 2020 Aug 05, 2020	SELL	$35.99 - $40.49 $11.9 Million - $13.4 Million	-330,258 Reduced 20.29%	1,297,421 $51.7 Million
Q1 2020 May 07, 2020	SELL	$34.02 - $40.94 $15.8 Million - $19 Million	-463,308 Reduced 22.16%	1,627,679 $59.8 Million
Q4 2019 Feb 12, 2020	BUY	$38.71 - $40.3 $1.08 Million - $1.13 Million	27,998 Added 1.36%	2,090,987 $83.9 Million
Q3 2019 Nov 06, 2019	BUY	$38.32 - $39.31 $7.2 Million - $7.39 Million	187,963 Added 10.02%	2,062,989 $81.1 Million
Q2 2019 Aug 13, 2019	BUY	$37.75 - $39.08 $9.68 Million - $10 Million	256,503 Added 15.85%	1,875,026 $73.2 Million
Q1 2019 May 13, 2019	SELL	$35.53 - $38.06 $16.9 Million - $18.1 Million	-474,638 Reduced 22.68%	1,618,523 $61.6 Million
Q4 2018 Feb 13, 2019	BUY	$35.24 - $37.92 $5.88 Million - $6.32 Million	166,732 Added 8.65%	2,093,161 $75.2 Million
Q3 2018 Nov 13, 2018	SELL	$37.2 - $38.08 $1.05 Million - $1.07 Million	-28,189 Reduced 1.44%	1,926,429 $73 Million
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $1.87 Million - $1.9 Million	50,067 Added 2.63%	1,954,618 $73.3 Million
Q1 2018 May 11, 2018	BUY	$37.16 - $39.0 $2.35 Million - $2.47 Million	63,334 Added 3.44%	1,904,551 $71.9 Million
Q4 2017 Feb 14, 2018	BUY	$37.87 - $38.74 $3.83 Million - $3.92 Million	101,103 Added 5.81%	1,841,217 $70.4 Million
Q3 2017 Nov 28, 2017	SELL	$37.81 - $37.97 $2.82 Million - $2.84 Million	-74,680 Reduced 4.12%	1,740,114 $66.1 Million
Q3 2017 Nov 13, 2017	BUY	$37.81 - $37.97 $2.06 Million - $2.07 Million	54,578 Added 3.1%	1,814,794 $66 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,760,216	1,760,216 $65.7 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

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Tiedemann Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History