OSAIC HOLDINGS, INC.

Position in AOM — iShares Core 40/60 Moderate Allocation ETF

CIK 1677044 SCOTTSDALE, AZ

All Filings in AOM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AOM	$7,153,437	151,012	+5.5%	Shares	Defined	2026-05-15
2025-12-31 AOM	$6,831,737	143,133	-31.9%	Shares	Defined	2026-02-17
2025-09-30 AOM	$10,006,120	210,301	-9.2%	Shares	Defined	2025-11-14
2025-06-30 AOM	$10,667,743	231,706	+2.6%	Shares	Defined	2025-09-04
2025-03-31 AOM	$9,911,613	225,880	+10.5%	Shares	Sole	2025-05-12
2024-12-31 AOM	$8,878,091	204,376	+21.4%	Shares	Defined	2025-06-06
2024-09-30 AOM	$7,591,289	168,284	-2.3%	Shares	Defined	2024-11-13
2024-06-30 AOM	$7,405,718	172,186	-34.3%	Shares	Defined	2024-08-13
2024-03-31 AOM	$11,210,624	262,053	-9.4%	Shares	Defined	2024-05-10
2023-12-31 AOM	$12,002,903	289,157	-19.1%	Shares	Defined	2024-02-12
2023-09-30 AOM	$13,921,365	357,600	+17.6%	Shares	Sole	2023-11-13
2023-06-30 AOM	$12,289,403	304,118	-21.3%	Shares	Sole	2023-08-21
2023-03-31 AOM	$15,406,443	386,514	-2.6%	Shares	Sole	2023-05-12
2022-12-31 AOM	$15,077,156	396,663	+25.7%	Shares	Defined	2023-02-10
2022-09-30 AOM	$11,555,942	315,650	-13.4%	Shares	Defined	2022-11-14
2022-06-30 AOM	$14,203,175	364,558	-5.5%	Shares	Defined	2022-08-10
2022-03-31 AOM	$16,576,318	385,765	-1.5%	Shares	Defined	2022-05-04
2021-12-31 AOM	$17,804,909	391,575	+3.3%	Shares	Defined	2022-02-03
2021-09-30 AOM	$16,954,800	378,963	+1.6%	Shares	Defined	2021-11-05
2021-06-30 AOM	$16,797,744	372,869	+5.6%	Shares	Defined	2021-08-02
2021-03-31 AOM	$15,374,409	353,029	-3.0%	Shares	Defined	2021-05-13
2020-12-31 AOM	$15,717,020	363,820	+34.6%	Shares	Defined	2021-02-10
2020-09-30 AOM	$11,094,373	270,265	+18.3%	Shares	Defined	2020-11-12
2020-06-30 AOM	$9,109,773	228,487	+22.8%	Shares	Defined	2020-08-14
2020-03-31 AOM	$6,836,317	186,073	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.