HighTower Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
19,391
-162
| -0.8% | -$7.46K | ﹤0.01% | 2091 |
|
|
2025
Q1 | $858K | Buy |
19,553
+983
| +5% | +$43.1K | ﹤0.01% | 2052 |
|
|
2024
Q4 | $807K | Sell |
18,570
-1,671
| -8% | -$72.6K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $911K | Sell |
20,241
-3,467
| -15% | -$156K | ﹤0.01% | 1973 |
|
|
2024
Q2 | $1.02M | Buy |
23,708
+9,340
| +65% | +$402K | ﹤0.01% | 1847 |
|
|
2024
Q1 | $619K | Buy |
14,368
+1,519
| +12% | +$65.4K | ﹤0.01% | 2117 |
|
|
2023
Q4 | $531K | Buy |
12,849
+1,887
| +17% | +$78K | ﹤0.01% | 2260 |
|
|
2023
Q3 | $429K | Buy |
10,962
+5,925
| +118% | +$232K | ﹤0.01% | 2320 |
|
|
2023
Q2 | $205K | Buy |
+5,037
| New | +$205K | ﹤0.01% | 2831 |
|
|
2022
Q3 | – | Sell |
-5,935
| Closed | -$233K | – | 2956 |
|
|
2022
Q2 | $233K | Sell |
5,935
-1,422
| -19% | -$55.8K | ﹤0.01% | 2503 |
|
|
2022
Q1 | $317K | Buy |
+7,357
| New | +$317K | ﹤0.01% | 2464 |
|
|
2021
Q2 | – | Sell |
-14,995
| Closed | -$652K | – | 2903 |
|
|
2021
Q1 | $652K | Buy |
14,995
+8,283
| +123% | +$360K | ﹤0.01% | 1810 |
|
|
2020
Q4 | $291K | Buy |
6,712
+297
| +5% | +$12.9K | ﹤0.01% | 1926 |
|
|
2020
Q3 | $264K | Buy |
6,415
+11
| +0.2% | +$453 | ﹤0.01% | 1879 |
|
|
2020
Q2 | $256K | Sell |
6,404
-35
| -0.5% | -$1.4K | ﹤0.01% | 1815 |
|
|
2020
Q1 | $236K | Sell |
6,439
-1,196
| -16% | -$43.8K | ﹤0.01% | 1682 |
|
|
2019
Q4 | $307K | Sell |
7,635
-5
| -0.1% | -$201 | ﹤0.01% | 1699 |
|
|
2019
Q3 | $302K | Buy |
7,640
+22
| +0.3% | +$870 | ﹤0.01% | 1781 |
|
|
2019
Q2 | $300K | Buy |
7,618
+448
| +6% | +$17.6K | ﹤0.01% | 1793 |
|
|
2019
Q1 | $276K | Buy |
7,170
+63
| +0.9% | +$2.43K | ﹤0.01% | 1748 |
|
|
2018
Q4 | $253K | Sell |
7,107
-139
| -2% | -$4.95K | ﹤0.01% | 1693 |
|
|
2018
Q3 | $277K | Buy |
7,246
+85
| +1% | +$3.25K | ﹤0.01% | 1756 |
|
|
2018
Q2 | $269K | Buy |
7,161
+59
| +0.8% | +$2.22K | ﹤0.01% | 1749 |
|
|
2018
Q1 | $272K | Buy |
7,102
+264
| +4% | +$10.1K | ﹤0.01% | 1714 |
|
|
2017
Q4 | $262K | Buy |
6,838
+306
| +5% | +$11.7K | ﹤0.01% | 1760 |
|
|
2017
Q3 | $249K | Sell |
6,532
-1,698
| -21% | -$64.7K | ﹤0.01% | 1777 |
|
|
2017
Q2 | $308K | Buy |
8,230
+2,054
| +33% | +$76.9K | ﹤0.01% | 1604 |
|
|
2017
Q1 | $224K | Sell |
6,176
-530
| -8% | -$19.2K | ﹤0.01% | 1706 |
|
|
2016
Q4 | $234K | Buy |
6,706
+265
| +4% | +$9.25K | ﹤0.01% | 1598 |
|
|
2016
Q3 | $231K | Buy |
+6,441
| New | +$231K | ﹤0.01% | 1569 |
|
|
2016
Q1 | – | Sell |
-12,301
| Closed | -$419K | – | 1988 |
|
|
2015
Q4 | $419K | Buy |
+12,301
| New | +$419K | 0.01% | 1408 |
|