COMMONWEALTH EQUITY SERVICES, LLC

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

CIK 312272 WALTHAM, MA

All Filings in AOM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AOM	$7,380,719	155,810	+7.4%	Shares	Sole	2026-04-27
2025-12-31 AOM	$6,922,281	145,030	-0.1%	Shares	Sole	2026-02-12
2025-09-30 AOM	$6,904,571	145,115	+2.4%	Shares	Sole	2025-10-22
2025-06-30 AOM	$6,523,085	141,683	+1.8%	Shares	Sole	2025-08-06
2025-03-31 AOM	$6,104,453	139,117	-4.4%	Shares	Sole	2025-05-09
2024-12-31 AOM	$6,324,603	145,594	-1.5%	Shares	Sole	2025-02-10
2024-09-30 AOM	$6,667,799	147,812	-9.1%	Shares	Sole	2024-10-18
2024-06-30 AOM	$6,997,640	162,698	+21.0%	Shares	Sole	2024-07-31
2024-03-31 AOM	$5,752,113	134,458	+1.6%	Shares	Sole	2024-04-29
2023-12-31 AOM	$5,491,814	132,301	+14.0%	Shares	Sole	2024-02-06
2023-09-30 AOM	$4,517,281	116,036	+3.4%	Shares	Sole	2023-10-23
2023-06-30 AOM	$4,533,355	112,184	+1.4%	Shares	Sole	2023-08-10
2023-03-31 AOM	$4,410,030	110,638	-4.5%	Shares	Sole	2023-05-11
2022-12-31 AOM	$4,402,470	115,824	-6.8%	Shares	Sole	2023-02-07
2022-09-30 AOM	$4,548,719	124,248	-0.1%	Shares	Sole	2022-11-14
2022-06-30 AOM	$4,844,753	124,352	-6.6%	Shares	Sole	2022-07-19
2022-03-31 AOM	$5,718,103	133,072	-20.4%	Shares	Sole	2022-05-04
2021-12-31 AOM	$7,602,765	167,204	+13.7%	Shares	Sole	2022-01-31
2021-09-30 AOM	$6,582,193	147,121	+35.1%	Shares	Sole	2021-10-29
2021-06-30 AOM	$4,904,683	108,872	+0.5%	Shares	Sole	2021-08-11
2021-03-31 AOM	$4,720,123	108,384	-21.4%	Shares	Sole	2021-05-04
2020-12-31 AOM	$5,959,526	137,952	-4.6%	Shares	Sole	2021-02-11
2020-09-30 AOM	$5,938,867	144,674	-0.5%	Shares	Sole	2020-11-05
2020-06-30 AOM	$5,798,333	145,431	+0.7%	Shares	Sole	2020-08-12
2020-03-31 AOM	$5,306,247	144,427	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.