Aspiriant LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
38,787
+9,158
| +31% | +$422K | 0.06% | 110 |
|
|
2025
Q1 | $1.3M | Hold |
29,629
| – | – | 0.05% | 124 |
|
|
2024
Q4 | $1.29M | Sell |
29,629
-1,498
| -5% | -$65.1K | 0.05% | 126 |
|
|
2024
Q3 | $1.4M | Hold |
31,127
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $1.34M | Sell |
31,127
-26,999
| -46% | -$1.16M | 0.05% | 118 |
|
|
2024
Q1 | $2.49M | Sell |
58,126
-3,844
| -6% | -$164K | 0.1% | 88 |
|
|
2023
Q4 | $2.57M | Buy |
61,970
+237
| +0.4% | +$9.84K | 0.12% | 79 |
|
|
2023
Q3 | $2.4M | Hold |
61,733
| – | – | 0.12% | 80 |
|
|
2023
Q2 | $2.49M | Sell |
61,733
-509
| -0.8% | -$20.6K | 0.13% | 80 |
|
|
2023
Q1 | $2.48M | Sell |
62,242
-2,460
| -4% | -$98.1K | 0.13% | 79 |
|
|
2022
Q4 | $2.46M | Sell |
64,702
-18,369
| -22% | -$698K | 0.13% | 75 |
|
|
2022
Q3 | $3.04M | Buy |
83,071
+8,560
| +11% | +$313K | 0.15% | 63 |
|
|
2022
Q2 | $2.9M | Sell |
74,511
-107,202
| -59% | -$4.18M | 0.14% | 64 |
|
|
2022
Q1 | $7.81M | Buy |
181,713
+8,058
| +5% | +$346K | 0.43% | 36 |
|
|
2021
Q4 | $7.9M | Sell |
173,655
-13,731
| -7% | -$624K | 0.42% | 32 |
|
|
2021
Q3 | $8.38M | Buy |
187,386
+4,862
| +3% | +$218K | 0.49% | 27 |
|
|
2021
Q2 | $8.22M | Hold |
182,524
| – | – | 0.47% | 27 |
|
|
2021
Q1 | $7.95M | Sell |
182,524
-462
| -0.3% | -$20.1K | 0.51% | 27 |
|
|
2020
Q4 | $7.9M | Sell |
182,986
-8,374
| -4% | -$362K | 0.54% | 25 |
|
|
2020
Q3 | $7.86M | Sell |
191,360
-9,553
| -5% | -$392K | 0.61% | 26 |
|
|
2020
Q2 | $8.01M | Buy |
200,913
+184,588
| +1,131% | +$7.36M | 0.74% | 23 |
|
|
2020
Q1 | $600K | Buy |
+16,325
| New | +$600K | 0.06% | 111 |
|