RIA
AOM icon

Realta Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Realta Investment Advisors’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,556
Closed -$239K – 374
2024
Q2 		$239K Sell
5,556
-44
-0.8% -$1.86K 0.05% 356
2024
Q1 		$240K Buy
5,600
+650
+13% +$27.2K 0.05% 368
2023
Q4 		$205K Sell
4,950
-206
-4% -$8.16K 0.05% 407
2023
Q3 		$208K Hold
5,156
– – 0.05% 373
2023
Q2 		$208K Sell
5,156
-112
-2% -$4.47K 0.05% 382
2023
Q1 		$210K Hold
5,268
– – 0.05% 380
2022
Q4 		$200K Buy
5,268
+52
+1% +$1.97K 0.05% 394
2022
Q3 		$191K Sell
5,216
-373
-7% -$14.6K 0.05% 366
2022
Q2 		$219K Buy
5,589
+334
+6% +$13.5K 0.05% 335
2022
Q1 		$226K Hold
5,255
– – 0.05% 358
2021
Q4 		$239K Buy
5,255
+390
+8% +$17.7K 0.05% 363
2021
Q3 		$218K Buy
+4,865
New +$221K 0.05% 366
2020
Q1 		– Sell
-1,335
Closed -$54K – 347
2019
Q4 		$54K Buy
1,335
+5
+0.4% +$198 0.01% 641
2019
Q3 		$53K Buy
1,330
+10
+0.8% +$389 0.01% 656
2019
Q2 		$52K Buy
1,320
+6
+0.5% +$230 0.01% 660
2019
Q1 		$50K Buy
+1,314
New +$48.7K 0.02% 545

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's AOM Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 5,556 shares — an estimated $239K sold.

Realta Investment Advisors first reported a position in AOM in Q1 2019 and held it in 16 quarters. The position peaked at $240K in Q1 2024. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,556 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $239K.
  • Realta Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $240K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.