ISHARES TR

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q2 2025
Shares 186 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 185 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 185 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 182 Value ($000) $8 Avg Close — Range —
Q2 2024
Shares 181 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 180 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 180 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 399 Value ($000) $16 Avg Close — Range —
Q2 2023
Shares 396 Value ($000) $16 Avg Close — Range —
Q1 2023
Shares 544 Value ($000) $22 Avg Close — Range —
Q4 2022
Shares 544 Value ($000) $21 Avg Close — Range —
Q2 2022
Shares 533 Value ($000) $21 Avg Close — Range —
Q1 2022
Shares 736 Value ($000) $32 Avg Close — Range —
Q4 2021
Shares 715 Value ($000) $33 Avg Close — Range —
Q3 2021
Shares 129 Value ($000) $6 Avg Close — Range —