West End Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

West End Advisors, LLC

$3.92 Billion
Q4 2024

A detailed history of West End Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, West End Advisors, LLC holds 2,524 shares of AOM stock, worth $111,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,524

Holding current value

$111,535

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$43.44 - $45.05 $109,642 - $113,706	2,524 New	2,524 $109,000
Q2 2024 Jul 29, 2024	BUY	$41.17 - $43.25 $3,705 - $3,892	90 New	90 $3,000
Q4 2023 Jan 18, 2024	BUY	$37.83 - $41.78 $411,249 - $454,190	10,871 Added 1132.4%	11,831 $491,000
Q3 2023 Oct 19, 2023	BUY	$38.81 - $40.84 $37,257 - $39,206	960 New	960 $37,000
Q1 2023 Apr 28, 2023	SELL	$38.2 - $40.45 $286,270 - $303,132	-7,494 Reduced 92.32%	623 $24,000
Q4 2022 Jan 31, 2023	BUY	$36.07 - $39.57 $121,123 - $132,876	3,358 Added 70.56%	8,117 $308,000
Q3 2022 Oct 27, 2022	SELL	$36.57 - $40.81 $143,646 - $160,301	-3,928 Reduced 45.22%	4,759 $174,000
Q2 2022 Jul 28, 2022	BUY	$38.3 - $43.06 $276,487 - $310,850	7,219 Added 491.76%	8,687 $338 Million
Q1 2022 Apr 26, 2022	SELL	$41.74 - $45.45 $1.08 Million - $1.18 Million	-25,898 Reduced 94.64%	1,468 $63.1 Million
Q4 2021 Jan 14, 2022	BUY	$44.53 - $46.0 $1.22 Million - $1.26 Million	27,366 New	27,366 $1.24 Billion
Q1 2019 May 03, 2019	SELL	$35.53 - $38.06 $39,864 - $42,703	-1,122 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	$35.24 - $37.92 $39,539 - $42,546	1,122 New	1,122 $40 Million

Others Institutions Holding AOM

# of Institutions

268

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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West End Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History