Tpg Financial Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Tpg Financial Advisors, LLC

  • $257 Million
  • Q3 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 5,085 shares of AOM stock, worth $242,554. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,085
Previous 4,903 3.71%
Holding current value
$242,554
Previous $225,000 7.11%
% of portfolio
0.09%
Previous 0.09%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$45.4 - $47.61 $8,262 - $8,665
182 Added 3.71%
5,085 $241,000
Q2 2025

Jul 23, 2025
SELL
$41.55 - $46.04 $7,478 - $8,287
-180 Reduced 3.54%
4,903 $225,000
Q1 2025

Apr 16, 2025
SELL
$42.93 - $44.71 $11,548 - $12,026
-269 Reduced 5.03%
5,083 $223,000
Q4 2024

Jan 13, 2025
BUY
$43.44 - $45.05 $15,855 - $16,443
365 Added 7.32%
5,352 $232,000
Q3 2024

Oct 16, 2024
BUY
$42.66 - $45.18 $8,873 - $9,397
208 Added 4.35%
4,987 $224,000
Q2 2024

Oct 16, 2024
SELL
$41.17 - $43.25 $51,874 - $54,495
-1,260 Reduced 20.86%
4,779 $205,000
Q4 2023

Jan 09, 2024
BUY
$37.83 - $41.78 $7,528 - $8,314
199 Added 3.41%
6,039 $250,000
Q3 2023

Oct 17, 2023
BUY
$38.81 - $40.84 $11,254 - $11,843
290 Added 5.23%
5,840 $227,000
Q2 2023

Jul 13, 2023
SELL
$39.32 - $40.55 $73,410 - $75,706
-1,867 Reduced 25.17%
5,550 $224,000
Q4 2022

Jan 30, 2023
BUY
$36.07 - $39.57 $34,050 - $37,354
944 Added 14.58%
7,417 $281,000
Q3 2022

Oct 11, 2022
BUY
$36.57 - $40.81 $7,387 - $8,243
202 Added 3.22%
6,473 $237,000
Q2 2022

Jul 11, 2022
BUY
$38.3 - $43.06 $2,068 - $2,325
54 Added 0.87%
6,271 $244,000
Q1 2022

Apr 14, 2022
SELL
$41.74 - $45.45 $19,367 - $21,088
-464 Reduced 6.95%
6,217 $267,000
Q4 2021

Jan 14, 2022
BUY
$44.53 - $46.0 $27,875 - $28,796
626 Added 10.34%
6,681 $304,000
Q3 2021

Oct 08, 2021
BUY
$44.74 - $45.93 $38,879 - $39,913
869 Added 16.76%
6,055 $271,000
Q2 2021

Jul 13, 2021
SELL
$43.8 - $45.14 $14,541 - $14,986
-332 Reduced 6.02%
5,186 $234,000
Q1 2021

Apr 16, 2021
SELL
$42.87 - $44.08 $36,996 - $38,041
-863 Reduced 13.52%
5,518 $240,000
Q4 2020

Jan 12, 2021
SELL
$40.42 - $43.32 $12,853 - $13,775
-318 Reduced 4.75%
6,381 $276,000
Q3 2020

Oct 14, 2020
BUY
$39.91 - $42.11 $20,234 - $21,349
507 Added 8.19%
6,699 $275,000
Q2 2020

Jul 10, 2020
BUY
$35.99 - $40.49 $13,532 - $15,224
376 Added 6.46%
6,192 $247,000
Q1 2020

Apr 06, 2020
BUY
$34.02 - $40.94 $15,887 - $19,118
467 Added 8.73%
5,816 $214,000
Q4 2019

Jan 14, 2020
BUY
$38.71 - $40.3 $207,059 - $215,564
5,349 New
5,349 $215,000

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
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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