Kestra Advisory Services, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1830819
AUSTIN, TX
All Filings in AOM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOM | $2,878,580 | 60,768 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 AOM | $2,465,922 | 51,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AOM | $2,206,141 | 46,367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AOM | $1,989,204 | 43,206 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 AOM | $1,744,712 | 39,761 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 AOM | $1,660,624 | 38,228 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 AOM | $1,723,021 | 38,196 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 AOM | $1,837,387 | 42,720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 AOM | $1,640,056 | 38,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AOM | $1,656,705 | 39,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AOM | $1,739,898 | 44,693 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AOM | $1,591,386 | 39,381 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 AOM | $1,611,539 | 40,430 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 AOM | $1,544,764 | 40,641 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 AOM | $1,796,855 | 49,081 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 AOM | $2,000,985 | 51,360 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 AOM | $2,159,199 | 50,249 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 AOM | $2,267,543 | 49,869 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 AOM | $2,123,584 | 47,465 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 AOM | $2,097,933 | 46,569 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 AOM | $1,986,881 | 45,623 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 AOM | $2,820,268 | 65,284 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 AOM | $1,913,463 | 46,613 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||