ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 83,485 Value ($000) $3,985 Avg Close Range
Q3 2025
Shares 78,469 Value ($000) $3,734 Avg Close Range
Q2 2025
Shares 77,284 Value ($000) $3,558 Avg Close Range
Q1 2025
Shares 75,044 Value ($000) $3,293 Avg Close Range
Q4 2024
Shares 73,281 Value ($000) $3,183 Avg Close Range
Q3 2024
Shares 70,035 Value ($000) $3,159 Avg Close Range
Q2 2024
Shares 69,945 Value ($000) $3,008 Avg Close Range
Q1 2024
Shares 106,242 Value ($000) $4,545 Avg Close Range
Q4 2023
Shares 73,418 Value ($000) $3,048 Avg Close Range
Q3 2023
Shares 64,898 Value ($000) $2,526 Avg Close Range
Q2 2023
Shares 61,600 Value ($000) $2,489 Avg Close Range
Q1 2023
Shares 76,050 Value ($000) $3,031 Avg Close Range
Q4 2022
Shares 50,897 Value ($000) $1,935 Avg Close Range
Q3 2022
Shares 52,504 Value ($000) $1,922 Avg Close Range
Q2 2022
Shares 55,376 Value ($000) $2,157 Avg Close Range
Q1 2022
Shares 57,600 Value ($000) $2,475 Avg Close Range
Q4 2021
Shares 54,928 Value ($000) $2,396 Avg Close Range
Q3 2021
Shares 48,542 Value ($000) $2,217 Avg Close Range
Q2 2021
Shares 43,332 Value ($000) $1,976 Avg Close Range
Q1 2021
Shares 42,171 Value ($000) $1,874 Avg Close Range
Q4 2020
Shares 37,165 Value ($000) $1,637 Avg Close Range
Q3 2020
Shares 34,310 Value ($000) $1,387 Avg Close Range
Q2 2020
Shares 33,903 Value ($000) $1,400 Avg Close Range
Q1 2020
Shares 32,386 Value ($000) $1,190 Avg Close Range
Q4 2019
Shares 32,316 Value ($000) $1,317 Avg Close Range
Q3 2019
Shares 38,396 Value ($000) $1,509 Avg Close Range
Q2 2019
Shares 38,464 Value ($000) $1,501 Avg Close Range
Q1 2019
Shares 36,999 Value ($000) $1,408 Avg Close Range
Q4 2018
Shares 34,514 Value ($000) $1,231 Avg Close Range
Q3 2018
Shares 40,998 Value ($000) $1,553 Avg Close Range
Q2 2018
Shares 50,225 Value ($000) $1,885 Avg Close Range
Q1 2018
Shares 46,978 Value ($000) $1,774 Avg Close Range
Q4 2017
Shares 49,127 Value ($000) $1,869 Avg Close Range
Q3 2017
Shares 39,076 Value ($000) $1,484 Avg Close Range
Q2 2017
Shares 34,459 Value ($000) $1,284 Avg Close Range
Q1 2017
Shares 32,340 Value ($000) $1,176 Avg Close Range
Q4 2016
Shares 36,163 Value ($000) $1,274 Avg Close Range
Q3 2016
Shares 40,448 Value ($000) $1,460 Avg Close Range
Q2 2016
Shares 32,569 Value ($000) $1,150 Avg Close Range
Q1 2016
Shares 15,603 Value ($000) $543 Avg Close Range
Q4 2015
Shares 19,130 Value ($000) $651 Avg Close Range
Q3 2015
Shares 18,384 Value ($000) $622 Avg Close Range
Q2 2015
Shares 18,341 Value ($000) $647 Avg Close Range
Q1 2015
Shares 22,070 Value ($000) $787 Avg Close Range
Q4 2014
Shares 16,636 Value ($000) $585 Avg Close Range
Q3 2014
Shares 15,330 Value ($000) $535 Avg Close Range
Q2 2014
Shares 15,576 Value ($000) $556 Avg Close Range
Q1 2014
Shares 13,423 Value ($000) $467 Avg Close Range
Q4 2013
Shares 12,029 Value ($000) $413 Avg Close Range
Q3 2013
Shares 6,239 Value ($000) $208 Avg Close Range