Aspiriant LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Buy |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.4M | Hold |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $7.81M | Buy |
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|
2021
Q4 | $7.9M | Sell |
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|
2021
Q3 | $8.38M | Buy |
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|
2021
Q2 | $8.22M | Hold |
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|
2021
Q1 | $7.95M | Sell |
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|
2020
Q4 | $7.9M | Sell |
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|
2020
Q3 | $7.86M | Sell |
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|
2020
Q2 | $8.01M | Buy |
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|
2020
Q1 | $600K | Buy |
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