WADE G W & INC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1132556
Wellesley, MA
All Filings in AOM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 AOM | $1,416,362 | 34,121 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 AOM | $1,252,728 | 32,179 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 AOM | $1,300,232 | 32,176 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 AOM | $1,282,415 | 32,173 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 AOM | $1,222,895 | 32,173 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 AOM | $961,012 | 26,250 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 AOM | $1,022,700 | 26,250 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 AOM | $1,127,962 | 26,250 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 AOM | $1,193,587 | 26,250 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 AOM | $1,174,425 | 26,250 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 AOM | $1,182,562 | 26,250 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 AOM | $1,432,795 | 32,900 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 AOM | $1,080,000 | 25,000 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||