NICOLET ADVISORY SERVICES, LLC

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

CIK 1775863 GREEN BAY, WI

All Filings in AOM

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-03-31 AOM	$353,716	8,061	-3.7%	Shares	Sole	2025-05-08
2024-12-31 AOM	$363,679	8,372	-3.5%	Shares	Sole	2025-02-12
2024-09-30 AOM	$391,329	8,675	+1.3%	Shares	Sole	2024-11-12
2024-06-30 AOM	$368,423	8,566	+3.2%	Shares	Sole	2024-08-14
2024-03-31 AOM	$355,159	8,302	-8.2%	Shares	Sole	2024-05-10
2023-12-31 AOM	$375,374	9,043	-45.9%	Shares	Sole	2024-02-13
2023-09-30 AOM	$651,026	16,723	-4.6%	Shares	Sole	2023-11-07
2023-06-30 AOM	$708,225	17,526	-1.5%	Shares	Sole	2023-08-09
2023-03-31 AOM	$709,508	17,800	-4.5%	Shares	Sole	2023-05-09
2022-12-31 AOM	$708,430	18,638	-1.8%	Shares	Sole	2023-02-09
2022-09-30 AOM	$694,674	18,975	-1.9%	Shares	Sole	2022-11-10
2022-06-30 AOM	$753,525	19,341	+18.1%	Shares	Sole	2022-08-08
2022-03-31 AOM	$703,934	16,382	-23.6%	Shares	Sole	2022-05-10
2021-12-31 AOM	$975,149	21,446	-1.4%	Shares	Sole	2022-02-08
2021-09-30 AOM	$973,005	21,748	-0.9%	Shares	Sole	2021-11-16
2021-06-30 AOM	$988,937	21,952	+21.1%	Shares	Sole	2021-08-11
2021-03-31 AOM	$789,517	18,129	-9.4%	Shares	Sole	2021-05-03
2020-12-31 AOM	$864,432	20,010	+0.1%	Shares	Sole	2021-02-09
2020-09-30 AOM	$820,630	19,991	+5.4%	Shares	Sole	2020-10-27
2020-06-30 AOM	$755,935	18,960	-4.1%	Shares	Sole	2020-08-14
2020-03-31 AOM	$726,129	19,764	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.