Ameritas Investment Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ameritas Investment Company’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7.51M	Buy	167,902 +166,602	+12,816%	+$7.56M	0.35%	62
2021 Q2	$5.82M	Sell	1,300 -30,895	-96%	-$1.38M	0.28%	63
2021 Q1	$1.4M	Buy	+32,195	New	+$1.4M	0.12%	169
2020 Q2	–	Sell	-1,984	Closed	-$73K	–	399
2020 Q1	$73K	Hold	1,984	–	–	0.01%	567
2019 Q4	$80K	Buy	1,984 +154	+8%	+$6.1K	0.02%	503
2019 Q3	$72K	Buy	+1,830	New	+$71.3K	0.01%	569
2019 Q2	–	Sell	-30	Closed	-$1K	–	261
2019 Q1	$1K	Buy	+30	New	+$1.11K	﹤0.01%	879

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's AOM Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Core Moderate Allocation ETF (AOM) stake by 12,816% in Q3 2021, buying an estimated $7.56M and bringing the position to 167,902 shares worth $7.51M. The position accounts for 0.35% of the portfolio, ranked #62.

Ameritas Investment Company first reported a position in AOM in Q1 2019 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

Ameritas Investment Company held 167,902 shares of iShares Core Moderate Allocation ETF worth $7.51M as of Q3 2021.
Ameritas Investment Company bought 166,602 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $7.56M.
iShares Core Moderate Allocation ETF made up 0.35% of Ameritas Investment Company's portfolio in Q3 2021, its #62 holding.
Ameritas Investment Company first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.