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

Tpg Financial Advisors, LLC

$226 Million
Q1 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 5,083 shares of AOM stock, worth $217,704. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,083

Previous 5,352 5.03%

Holding current value

$217,704

Previous $232,000 3.88%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

274

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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