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AOMAOM
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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES CORE 40/60 MODERATE

OSAIC HOLDINGS, INC. holds 154,781 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $7.7M as of 2026-Q2. The position was increased (+2.5% shares). AOM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$7.7M

Current Shares

154,781

Total Value Change

+$131,298

Total Shares Change

-13,503

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
154,781
+2.5%
$7.7M0.0%$49.48
28
2026-Q1
Increased
151,012
+5.5%
$7.2M0.0%$48.58
29
2025-Q4
Decreased
143,133
-31.9%
$6.8M0.0%$47.89
0
2025-Q3
Decreased
210,301
-9.2%
$9.9M0.0%$46.70
0
2025-Q2
Increased
231,706
+2.6%
$10.7M0.0%$44.75
28
2025-Q1
Increased
225,880
+10.5%
$9.9M0.0%$42.50
31
2024-Q4
Increased
204,376
+21.4%
$8.9M0.0%$42.13
33
2024-Q3
Decreased
168,284
-2.3%
$7.6M0.0%$43.01
0

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

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