Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

AOMAOM
Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES CORE 40/60 MODERATE

COMMONWEALTH EQUITY SERVICES, LLC holds 146,926 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $7.3M as of 2026-Q2. The position was decreased (-5.7% shares). AOM represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$7.3M

Current Shares

146,926

Total Value Change

+$662,139

Total Shares Change

-886

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
146,926
-5.7%
$7.3M0.0%$49.48
0
2026-Q1
Increased
155,810
+7.4%
$7.4M0.0%$48.58
29
2025-Q4
Decreased
145,030
-0.1%
$6.9M0.0%$47.89
0
2025-Q3
Increased
145,115
+2.4%
$6.9M0.0%$46.70
28
2025-Q2
Increased
141,683
+1.8%
$6.5M0.0%$44.75
28
2025-Q1
Decreased
139,117
-4.5%
$6.1M0.0%$42.50
0
2024-Q4
Decreased
145,594
-1.5%
$6.3M0.0%$42.13
0
2024-Q3
Decreased
147,812
-9.2%
$6.7M0.0%$43.01
0

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used