TRUE Private Wealth Advisors
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1667074
Salem, OR
All Filings in AOM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOM | $2,345,336 | 49,511 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AOM | $2,405,830 | 50,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AOM | $2,487,672 | 52,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AOM | $2,694,444 | 58,524 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 AOM | $2,642,146 | 60,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AOM | $2,534,159 | 58,337 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 AOM | $1,916,949 | 42,495 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AOM | $1,789,818 | 41,614 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 AOM | $1,712,355 | 40,027 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 AOM | $1,109,769 | 26,735 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 AOM | $412,307 | 10,591 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AOM | $476,433 | 11,790 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 AOM | $767,982 | 19,267 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 AOM | $713,333 | 18,767 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AOM | $667,217 | 18,225 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 AOM | $671,202 | 17,228 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 AOM | $657,441 | 15,300 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 AOM | $302,011 | 6,642 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 AOM | $278,640 | 6,228 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 AOM | $206,914 | 4,593 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 AOM | $157,032 | 3,635 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 AOM | $307,218 | 7,484 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 AOM | $304,247 | 7,631 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 AOM | $220 | 6 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||