MILESTONE ASSET MANAGEMENT, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1964722
PITTSBURGH, PA
All Filings in AOM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOM | $1,513,566 | 31,952 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 AOM | $1,533,803 | 32,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 AOM | $1,552,773 | 32,635 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 AOM | $1,567,155 | 34,039 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 AOM | $1,502,582 | 34,243 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 AOM | $874,229 | 20,125 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 AOM | $928,047 | 20,573 | Shares | Other | 2024-10-25 | |
| 2024-06-30 AOM | $852,457 | 19,820 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 AOM | $775,215 | 18,121 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 AOM | $739,085 | 17,805 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 AOM | $671,542 | 17,250 | Shares | Other | 2023-11-13 | |
| 2023-06-30 AOM | $611,887 | 15,142 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 AOM | $605,234 | 15,184 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 AOM | $593,488 | 15,614 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||