Cambridge Investment Research Advisors’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 | $6.09M | Buy |
132,219
+109
| +0.1% | +$5.02K | 0.02% | 743 |
|
|
2025
Q1 | $5.8M | Sell |
132,110
-18,340
| -12% | -$805K | 0.02% | 727 |
|
|
2024
Q4 | $6.54M | Sell |
150,450
-4,977
| -3% | -$216K | 0.02% | 663 |
|
|
2024
Q3 | $7.01M | Sell |
155,427
-4,520
| -3% | -$204K | 0.02% | 636 |
|
|
2024
Q2 | $6.88M | Sell |
159,947
-5,633
| -3% | -$242K | 0.03% | 611 |
|
|
2024
Q1 | $7.08M | Buy |
165,580
+3,577
| +2% | +$153K | 0.03% | 587 |
|
|
2023
Q4 | $6.73M | Sell |
162,003
-8,612
| -5% | -$357K | 0.03% | 567 |
|
|
2023
Q3 | $6.64M | Sell |
170,615
-1,508
| -0.9% | -$58.7K | 0.03% | 531 |
|
|
2023
Q2 | $6.96M | Sell |
172,123
-158
| -0.1% | -$6.38K | 0.03% | 507 |
|
|
2023
Q1 | $6.87M | Sell |
172,281
-20,769
| -11% | -$828K | 0.03% | 486 |
|
|
2022
Q4 | $7.34M | Sell |
193,050
-13,782
| -7% | -$524K | 0.04% | 449 |
|
|
2022
Q3 | $7.57M | Sell |
206,832
-9,825
| -5% | -$360K | 0.04% | 402 |
|
|
2022
Q2 | $8.44M | Sell |
216,657
-4,393
| -2% | -$171K | 0.05% | 381 |
|
|
2022
Q1 | $9.5M | Sell |
221,050
-5,748
| -3% | -$247K | 0.04% | 390 |
|
|
2021
Q4 | $10.3M | Buy |
226,798
+733
| +0.3% | +$33.3K | 0.05% | 375 |
|
|
2021
Q3 | $10.1M | Buy |
226,065
+23,699
| +12% | +$1.06M | 0.05% | 352 |
|
|
2021
Q2 | $9.12M | Buy |
202,366
+26,045
| +15% | +$1.17M | 0.04% | 393 |
|
|
2021
Q1 | $7.68M | Buy |
176,321
+34,908
| +25% | +$1.52M | 0.04% | 412 |
|
|
2020
Q4 | $6.11M | Buy |
141,413
+18,064
| +15% | +$780K | 0.04% | 451 |
|
|
2020
Q3 | $5.06M | Buy |
123,349
+35,501
| +40% | +$1.46M | 0.03% | 457 |
|
|
2020
Q2 | $3.5M | Buy |
87,848
+19,263
| +28% | +$768K | 0.03% | 551 |
|
|
2020
Q1 | $2.52M | Sell |
68,585
-10,662
| -13% | -$392K | 0.02% | 573 |
|
|
2019
Q4 | $3.18M | Sell |
79,247
-5,346
| -6% | -$215K | 0.02% | 617 |
|
|
2019
Q3 | $3.32M | Sell |
84,593
-7,996
| -9% | -$314K | 0.03% | 567 |
|
|
2019
Q2 | $3.61M | Buy |
92,589
+5,750
| +7% | +$224K | 0.03% | 514 |
|
|
2019
Q1 | $3.31M | Buy |
86,839
+10,577
| +14% | +$403K | 0.03% | 522 |
|
|
2018
Q4 | $2.72M | Buy |
76,262
+647
| +0.9% | +$23.1K | 0.03% | 532 |
|
|
2018
Q3 | $2.87M | Sell |
75,615
-10,431
| -12% | -$395K | 0.03% | 557 |
|
|
2018
Q2 | $3.23M | Buy |
86,046
+6,230
| +8% | +$234K | 0.03% | 481 |
|
|
2018
Q1 | $3.02M | Sell |
79,816
-4,821
| -6% | -$182K | 0.03% | 489 |
|
|
2017
Q4 | $3.22M | Buy |
84,637
+36,183
| +75% | +$1.38M | 0.04% | 430 |
|
|
2017
Q3 | $1.84M | Buy |
48,454
+7,661
| +19% | +$291K | 0.02% | 567 |
|
|
2017
Q2 | $1.52M | Buy |
40,793
+1,063
| +3% | +$39.6K | 0.02% | 618 |
|
|
2017
Q1 | $1.44M | Buy |
39,730
+6,754
| +20% | +$245K | 0.02% | 578 |
|
|
2016
Q4 | $1.16M | Buy |
32,976
+6,415
| +24% | +$226K | 0.02% | 604 |
|
|
2016
Q3 | $959K | Buy |
26,561
+4,317
| +19% | +$156K | 0.02% | 699 |
|
|
2016
Q2 | $785K | Buy |
22,244
+1,635
| +8% | +$57.7K | 0.02% | 730 |
|
|
2016
Q1 | $717K | Buy |
20,609
+376
| +2% | +$13.1K | 0.02% | 714 |
|
|
2015
Q4 | $689K | Buy |
20,233
+3,580
| +21% | +$122K | 0.02% | 707 |
|
|
2015
Q3 | $564K | Sell |
16,653
-15,329
| -48% | -$519K | 0.02% | 701 |
|
|
2015
Q2 | $1.13M | Buy |
31,982
+8,613
| +37% | +$304K | 0.03% | 467 |
|
|
2015
Q1 | $833K | Sell |
23,369
-1,912
| -8% | -$68.2K | 0.02% | 573 |
|
|
2014
Q4 | $889K | Buy |
25,281
+17,697
| +233% | +$622K | 0.03% | 534 |
|
|
2014
Q3 | $265K | Buy |
7,584
+6
| +0.1% | +$210 | 0.01% | 1158 |
|
|
2014
Q2 | $271K | Buy |
+7,578
| New | +$271K | 0.01% | 1051 |
|
|
2014
Q1 | – | Sell |
-25,908
| Closed | -$889K | – | 1299 |
|
|
2013
Q4 | $889K | Buy |
25,908
+710
| +3% | +$24.4K | 0.04% | 431 |
|
|
2013
Q3 | $840K | Sell |
25,198
-15,549
| -38% | -$518K | 0.04% | 422 |
|
|
2013
Q2 | $1.32M | Buy |
+40,747
| New | +$1.32M | 0.07% | 263 |
|