Private Advisor Group’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 | $2.11M | Buy |
45,927
+37,452
| +442% | +$1.72M | 0.01% | 937 |
|
|
2025
Q1 | $372K | Sell |
8,475
-4,442
| -34% | -$195K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $561K | Buy |
12,917
+3,595
| +39% | +$156K | ﹤0.01% | 1513 |
|
|
2024
Q3 | $421K | Sell |
9,322
-107
| -1% | -$4.83K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $406K | Buy |
9,429
+44
| +0.5% | +$1.89K | ﹤0.01% | 1684 |
|
|
2024
Q1 | $401K | Sell |
9,385
-6,039
| -39% | -$258K | ﹤0.01% | 1649 |
|
|
2023
Q4 | $640K | Sell |
15,424
-372
| -2% | -$15.4K | 0.01% | 1333 |
|
|
2023
Q3 | $615K | Sell |
15,796
-3,171
| -17% | -$123K | 0.01% | 1279 |
|
|
2023
Q2 | $766K | Buy |
18,967
+2,740
| +17% | +$111K | 0.01% | 1176 |
|
|
2023
Q1 | $647K | Sell |
16,227
-709
| -4% | -$28.3K | 0.01% | 1211 |
|
|
2022
Q4 | $644 | Sell |
16,936
-4,018
| -19% | -$153 | ﹤0.01% | 1327 |
|
|
2022
Q3 | $767K | Sell |
20,954
-3,380
| -14% | -$124K | 0.01% | 1044 |
|
|
2022
Q2 | $948K | Sell |
24,334
-7,981
| -25% | -$311K | 0.01% | 1091 |
|
|
2022
Q1 | $1.39M | Buy |
32,315
+4,385
| +16% | +$188K | 0.01% | 947 |
|
|
2021
Q4 | $1.27M | Buy |
27,930
+4,268
| +18% | +$194K | 0.01% | 1000 |
|
|
2021
Q3 | $1.06M | Buy |
23,662
+4,088
| +21% | +$183K | 0.01% | 1178 |
|
|
2021
Q2 | $882K | Sell |
19,574
-4,026
| -17% | -$181K | 0.01% | 1125 |
|
|
2021
Q1 | $1.03M | Buy |
23,600
+4,394
| +23% | +$191K | 0.01% | 987 |
|
|
2020
Q4 | $830K | Sell |
19,206
-338
| -2% | -$14.6K | 0.01% | 987 |
|
|
2020
Q3 | $802K | Sell |
19,544
-1,053
| -5% | -$43.2K | 0.01% | 874 |
|
|
2020
Q2 | $821K | Sell |
20,597
-2,109
| -9% | -$84.1K | 0.01% | 841 |
|
|
2020
Q1 | $834K | Sell |
22,706
-13,844
| -38% | -$508K | 0.02% | 715 |
|
|
2019
Q4 | $1.47M | Buy |
36,550
+6,449
| +21% | +$259K | 0.02% | 627 |
|
|
2019
Q3 | $1.18M | Buy |
30,101
+650
| +2% | +$25.5K | 0.02% | 706 |
|
|
2019
Q2 | $1.15M | Sell |
29,451
-1,884
| -6% | -$73.5K | 0.02% | 680 |
|
|
2019
Q1 | $1.19M | Sell |
31,335
-4,309
| -12% | -$164K | 0.02% | 580 |
|
|
2018
Q4 | $1.27M | Sell |
35,644
-36,109
| -50% | -$1.29M | 0.03% | 510 |
|
|
2018
Q3 | $2.72M | Buy |
71,753
+16,789
| +31% | +$636K | 0.06% | 341 |
|
|
2018
Q2 | $2.06M | Sell |
54,964
-13,752
| -20% | -$515K | 0.03% | 273 |
|
|
2018
Q1 | $2.6M | Buy |
68,716
+37,127
| +118% | +$1.4M | 0.1% | 203 |
|
|
2017
Q4 | $1.22M | Sell |
31,589
-71,768
| -69% | -$2.76M | 0.05% | 370 |
|
|
2017
Q3 | $3.91M | Buy |
103,357
+1,550
| +2% | +$58.7K | 0.1% | 209 |
|
|
2017
Q2 | $3.76M | Buy |
101,807
+2,016
| +2% | +$74.5K | 0.1% | 208 |
|
|
2017
Q1 | $3.62M | Sell |
99,791
-9,628
| -9% | -$349K | 0.1% | 210 |
|
|
2016
Q4 | $3.9M | Buy |
109,419
+27,349
| +33% | +$975K | 0.13% | 167 |
|
|
2016
Q3 | $2.94M | Buy |
82,070
+69,228
| +539% | +$2.48M | 0.12% | 180 |
|
|
2016
Q2 | $452K | Buy |
12,842
+2,424
| +23% | +$85.3K | 0.02% | 665 |
|
|
2016
Q1 | $363K | Buy |
10,418
+245
| +2% | +$8.54K | 0.02% | 689 |
|
|
2015
Q4 | $346K | Buy |
10,173
+252
| +3% | +$8.57K | 0.02% | 736 |
|
|
2015
Q3 | $336K | Buy |
9,921
+381
| +4% | +$12.9K | 0.02% | 692 |
|
|
2015
Q2 | $336K | Sell |
9,540
-312
| -3% | -$11K | 0.02% | 745 |
|
|
2015
Q1 | $351K | Buy |
9,852
+1,368
| +16% | +$48.7K | 0.02% | 679 |
|
|
2014
Q4 | $298K | Buy |
8,484
+813
| +11% | +$28.6K | 0.02% | 717 |
|
|
2014
Q3 | $268K | Buy |
+7,671
| New | +$268K | 0.02% | 732 |
|