Cetera Investment Advisers’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 | $7.64M | Buy |
165,931
+11,226
| +7% | +$517K | 0.01% | 961 |
|
|
2025
Q1 | $6.79M | Buy |
154,705
+60,776
| +65% | +$2.67M | 0.01% | 948 |
|
|
2024
Q4 | $4.08M | Sell |
93,929
-944
| -1% | -$41K | 0.01% | 1159 |
|
|
2024
Q3 | $4.28M | Buy |
94,873
+13,184
| +16% | +$595K | 0.01% | 1082 |
|
|
2024
Q2 | $3.51M | Sell |
81,689
-1,905
| -2% | -$81.9K | 0.01% | 1196 |
|
|
2024
Q1 | $3.58M | Buy |
83,594
+70,342
| +531% | +$3.01M | 0.01% | 1170 |
|
|
2023
Q4 | $550K | Buy |
13,252
+39
| +0.3% | +$1.62K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $514K | Sell |
13,213
-94
| -0.7% | -$3.66K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $538K | Buy |
13,307
+517
| +4% | +$20.9K | ﹤0.01% | 1411 |
|
|
2023
Q1 | $510K | Sell |
12,790
-267
| -2% | -$10.6K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $496K | Buy |
13,057
+7,151
| +121% | +$272K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $216K | Sell |
5,906
-9,224
| -61% | -$337K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $589K | Buy |
15,130
+1,340
| +10% | +$52.2K | 0.01% | 1007 |
|
|
2022
Q1 | $593K | Buy |
13,790
+180
| +1% | +$7.74K | 0.01% | 1061 |
|
|
2021
Q4 | $619K | Buy |
13,610
+64
| +0.5% | +$2.91K | 0.01% | 1058 |
|
|
2021
Q3 | $606K | Sell |
13,546
-374
| -3% | -$16.7K | 0.01% | 1029 |
|
|
2021
Q2 | $627K | Buy |
13,920
+207
| +2% | +$9.32K | 0.01% | 991 |
|
|
2021
Q1 | $597K | Buy |
13,713
+2,053
| +18% | +$89.4K | 0.01% | 877 |
|
|
2020
Q4 | $504K | Buy |
+11,660
| New | +$504K | 0.01% | 955 |
|