Spire Wealth Management
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1858740
MCLEAN, VA
All Filings in AOM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 AOM | $19,269 | 405 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 AOM | $19,659 | 427 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 AOM | $28,170 | 642 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 AOM | $51,780 | 1,192 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 AOM | $53,771 | 1,192 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 AOM | $55,654 | 1,294 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 AOM | $62,629 | 1,464 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 AOM | $67,951 | 1,637 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 AOM | $169,773 | 4,361 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 AOM | $802,017 | 19,847 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 AOM | $807,762 | 20,265 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 AOM | $783,006 | 20,600 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 AOM | $771,775 | 21,081 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 AOM | $863,626 | 22,167 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 AOM | $1,093,113 | 25,439 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 AOM | $1,189,540 | 26,161 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 AOM | $1,003,205 | 22,423 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 AOM | $861,130 | 19,115 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 AOM | $749,931 | 17,220 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||