Wealthcare Advisory Partners LLC Ishares Tr Core Moderate Alloc Transaction History

Wealthcare Advisory Partners LLC

$4.81 Billion
Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 8,834 shares of AOM stock, worth $421,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,834

Previous 4,911 79.88%

Holding current value

$421,381

Previous $233,000 80.69%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$47.0 - $48.26 $184,381 - $189,323	3,923 Added 79.88%	8,834 $421,000
Q3 2025 Nov 07, 2025	SELL	$45.4 - $47.61 $44,809 - $46,991	-987 Reduced 16.73%	4,911 $233,000
Q2 2025 Jul 22, 2025	BUY	$41.55 - $46.04 $1,869 - $2,071	45 Added 0.77%	5,898 $271,000
Q4 2024 Jan 15, 2025	BUY	$43.44 - $45.05 $254,254 - $263,677	5,853 New	5,853 $254,000
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $225,203 - $253,192	-5,880 Closed	0 $0

Q3 2021 Nov 15, 2021	BUY	$44.74 - $45.93 $32,391 - $33,253	724 Added 14.04%	5,880 $263,000
Q2 2021 Aug 16, 2021	SELL	$43.8 - $45.14 $80,767 - $83,238	-1,844 Reduced 26.34%	5,156 $232,000
Q1 2021 Apr 30, 2021	BUY	$42.87 - $44.08 $300,090 - $308,560	7,000 New	7,000 $305,000
Q2 2020 Jul 29, 2020	SELL	$35.99 - $40.49 $2,699 - $3,036	-75 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	$37.75 - $39.08 $14,760 - $15,280	-391 Reduced 83.91%	75 $3,000
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $14,599 - $14,814	391 Added 521.33%	466 $17,000
Q1 2018 May 15, 2018	BUY	$37.16 - $39.0 $2,786 - $2,925	75 New	75 $3,000

Others Institutions Holding AOM

# of Institutions

291

Shares Held

11.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Ishares Tr Core Moderate Alloc Transaction History