Cetera Advisor Networks’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.5M | Sell |
35,102
-354
| -1% | -$15.1K | 0.01% | 1175 |
|
|
2023
Q4 | $1.47M | Sell |
35,456
-9,122
| -20% | -$379K | 0.01% | 1129 |
|
|
2023
Q3 | $1.74M | Sell |
44,578
-12,014
| -21% | -$468K | 0.01% | 956 |
|
|
2023
Q2 | $2.29M | Sell |
56,592
-663
| -1% | -$26.8K | 0.02% | 801 |
|
|
2023
Q1 | $2.28M | Buy |
57,255
+6,756
| +13% | +$269K | 0.02% | 784 |
|
|
2022
Q4 | $1.92M | Buy |
50,499
+14,054
| +39% | +$534K | 0.02% | 813 |
|
|
2022
Q3 | $1.33M | Buy |
36,445
+6,536
| +22% | +$239K | 0.02% | 748 |
|
|
2022
Q2 | $1.17M | Sell |
29,909
-73
| -0.2% | -$2.85K | 0.01% | 811 |
|
|
2022
Q1 | $1.29M | Sell |
29,982
-1,611
| -5% | -$69.2K | 0.02% | 802 |
|
|
2021
Q4 | $1.44M | Sell |
31,593
-65,747
| -68% | -$2.99M | 0.02% | 732 |
|
|
2021
Q3 | $4.36M | Sell |
97,340
-1,596
| -2% | -$71.4K | 0.06% | 313 |
|
|
2021
Q2 | $4.46M | Buy |
98,936
+227
| +0.2% | +$10.2K | 0.06% | 299 |
|
|
2021
Q1 | $4.3M | Sell |
98,709
-3,346
| -3% | -$146K | 0.09% | 217 |
|
|
2020
Q4 | $4.41M | Buy |
102,055
+916
| +0.9% | +$39.6K | 0.1% | 193 |
|
|
2020
Q3 | $4.15M | Sell |
101,139
-4,481
| -4% | -$184K | 0.11% | 185 |
|
|
2020
Q2 | $4.21M | Buy |
105,620
+57,889
| +121% | +$2.31M | 0.11% | 184 |
|
|
2020
Q1 | $1.75M | Buy |
47,731
+16,306
| +52% | +$599K | 0.06% | 277 |
|
|
2019
Q4 | $1.26M | Sell |
31,425
-2,607
| -8% | -$105K | 0.03% | 426 |
|
|
2019
Q3 | $1.34M | Buy |
34,032
+150
| +0.4% | +$5.9K | 0.04% | 381 |
|
|
2019
Q2 | $1.32M | Sell |
33,882
-3,399
| -9% | -$132K | 0.04% | 365 |
|
|
2019
Q1 | $1.42M | Buy |
37,281
+22,408
| +151% | +$854K | 0.05% | 322 |
|
|
2018
Q4 | $532K | Sell |
14,873
-3,025
| -17% | -$108K | 0.02% | 555 |
|
|
2018
Q3 | $678K | Buy |
17,898
+650
| +4% | +$24.6K | 0.02% | 536 |
|
|
2018
Q2 | $648K | Sell |
17,248
-24
| -0.1% | -$902 | 0.03% | 400 |
|
|
2018
Q1 | $652K | Sell |
17,272
-1,163
| -6% | -$43.9K | 0.03% | 431 |
|
|
2017
Q4 | $701K | Buy |
18,435
+138
| +0.8% | +$5.25K | 0.03% | 468 |
|
|
2017
Q3 | $696K | Sell |
18,297
-2,421
| -12% | -$92.1K | 0.03% | 433 |
|
|
2017
Q2 | $774K | Buy |
20,718
+48
| +0.2% | +$1.79K | 0.04% | 386 |
|
|
2017
Q1 | $751K | Buy |
20,670
+2,114
| +11% | +$76.8K | 0.04% | 383 |
|
|
2016
Q4 | $655K | Buy |
18,556
+918
| +5% | +$32.4K | 0.03% | 400 |
|
|
2016
Q3 | $637K | Buy |
17,638
+542
| +3% | +$19.6K | 0.02% | 516 |
|
|
2016
Q2 | $603K | Buy |
17,096
+2,425
| +17% | +$85.5K | 0.04% | 395 |
|
|
2016
Q1 | $510K | Buy |
14,671
+4,300
| +41% | +$149K | 0.03% | 426 |
|
|
2015
Q4 | $353K | Hold |
10,371
| – | – | 0.02% | 541 |
|
|
2015
Q3 | $351K | Buy |
10,371
+1,691
| +19% | +$57.2K | 0.02% | 527 |
|
|
2015
Q2 | $309K | Hold |
8,680
| – | – | 0.02% | 609 |
|
|
2015
Q1 | $309K | Buy |
8,680
+460
| +6% | +$16.4K | 0.02% | 613 |
|
|
2014
Q4 | $289K | Buy |
8,220
+2,350
| +40% | +$82.6K | 0.02% | 613 |
|
|
2014
Q3 | $205K | Hold |
5,870
| – | – | 0.01% | 745 |
|
|
2014
Q2 | $210K | Buy |
+5,870
| New | +$210K | 0.01% | 727 |
|