United Capital Financial Advisers, LLC Ishares Tr Core Moderate Alloc Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,451 shares of AOM stock, worth $416,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,451

Previous 8,417 12.28%

Holding current value

$416,033

Previous $379,000 8.18%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$43.44 - $45.05 $44,916 - $46,581	1,034 Added 12.28%	9,451 $410,000
Q3 2024 Nov 12, 2024	SELL	$42.66 - $45.18 $11,432 - $12,108	-268 Reduced 3.09%	8,417 $379,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $39,811 - $41,822	967 Added 12.53%	8,685 $373,000
Q1 2024 May 15, 2024	SELL	$40.86 - $42.78 $10,623 - $11,122	-260 Reduced 3.26%	7,718 $330,000
Q4 2023 Feb 14, 2024	SELL	$37.83 - $41.78 $47,211 - $52,141	-1,248 Reduced 13.53%	7,978 $331,000
Q3 2023 Nov 14, 2023	BUY	$38.81 - $40.84 $358,061 - $376,789	9,226 New	9,226 $359,000
Q2 2022 Aug 11, 2022	SELL	$38.3 - $43.06 $311,532 - $350,250	-8,134 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$41.74 - $45.45 $5,384 - $5,863	-129 Reduced 1.56%	8,134 $350,000
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $251,371 - $259,670	-5,645 Reduced 40.59%	8,263 $376,000
Q3 2021 Nov 15, 2021	SELL	$44.74 - $45.93 $592,536 - $608,296	-13,244 Reduced 48.78%	13,908 $622,000
Q2 2021 Aug 13, 2021	SELL	$43.8 - $45.14 $487,975 - $502,904	-11,141 Reduced 29.09%	27,152 $1.22 Million
Q1 2021 May 14, 2021	SELL	$42.87 - $44.08 $17,748 - $18,249	-414 Reduced 1.07%	38,293 $1.67 Million
Q4 2020 Feb 17, 2021	SELL	$40.42 - $43.32 $509,130 - $545,658	-12,596 Reduced 24.55%	38,707 $1.67 Million
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $172,650 - $182,167	4,326 Added 9.21%	51,303 $2.11 Million
Q2 2020 Aug 13, 2020	BUY	$35.99 - $40.49 $1.69 Million - $1.9 Million	46,977 New	46,977 $1.87 Million

Others Institutions Holding AOM

# of Institutions

277

Shares Held

14.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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United Capital Financial Advisers, LLC Ishares Tr Core Moderate Alloc Transaction History