Rothschild Wealth LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1811345
OAK BROOK, IL
All Filings in AOM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 AOM | $1,818,548 | 42,282 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 AOM | $2,101,524 | 49,124 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 AOM | $1,535,984 | 38,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AOM | $1,540,150 | 38,639 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 AOM | $873,887 | 22,991 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 AOM | $729,381 | 19,923 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||