Wade G W & Inc Ishares Tr Core Moderate Alloc Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

A detailed history of Wade G W & Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Wade G W & Inc holds 34,121 shares of AOM stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

34,121

Previous 32,179 6.03%

Holding current value

$1.47 Million

Previous $1.25 Million 13.01%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$37.83 - $41.78 $73,465 - $81,136	1,942 Added 6.03%	34,121 $1.42 Million
Q3 2023 Nov 08, 2023	BUY	$38.81 - $40.84 $116 - $122	3 Added 0.01%	32,179 $1.25 Million
Q2 2023 Aug 10, 2023	BUY	$39.32 - $40.55 $117 - $121	3 Added 0.01%	32,176 $1.3 Million
Q4 2022 Feb 10, 2023	BUY	$36.07 - $39.57 $213,642 - $234,373	5,923 Added 22.56%	32,173 $1.22 Million
Q2 2021 Aug 12, 2021	SELL	$43.8 - $45.14 $291,270 - $300,181	-6,650 Reduced 20.21%	26,250 $1.18 Million
Q1 2021 May 05, 2021	BUY	$42.87 - $44.08 $338,673 - $348,232	7,900 Added 31.6%	32,900 $1.43 Million
Q4 2020 Feb 03, 2021	BUY	$40.42 - $43.32 $1.01 Million - $1.08 Million	25,000 New	25,000 $1.08 Million

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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