ISHARES TR

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

Global Financial Private Client, LLC's Holding History (CIK: 0002023568)

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

Q4 2025
Shares 20,973 Value ($000) $1,001 Avg Close Range
Q3 2025
Shares 20,737 Value ($000) $987 Avg Close Range
Q2 2025
Shares 20,101 Value ($000) $925 Avg Close Range
Q1 2025
Shares 20,101 Value ($000) $882 Avg Close Range
Q4 2024
Shares 18,457 Value ($000) $802 Avg Close Range
Q3 2024
Shares 18,368 Value ($000) $829 Avg Close Range
Q2 2024
Shares 18,313 Value ($000) $788 Avg Close Range
Q1 2024
Shares 17,940 Value ($000) $764 Avg Close Range
Q4 2023
Shares 17,515 Value ($000) $727 Avg Close Range
Q3 2023
Shares 17,105 Value ($000) $662 Avg Close Range
Q2 2023
Shares 16,744 Value ($000) $678 Avg Close Range
Q1 2023
Shares 16,325 Value ($000) $654 Avg Close Range
Q4 2022
Shares 15,952 Value ($000) $606 Avg Close Range
Q3 2022
Shares 15,533 Value ($000) $576 Avg Close Range
Q2 2022
Shares 15,081 Value ($000) $592 Avg Close Range
Q1 2022
Shares 14,625 Value ($000) $629 Avg Close Range
Q4 2021
Shares 14,320 Value ($000) $651 Avg Close Range
Q3 2021
Shares 13,897 Value ($000) $623 Avg Close Range
Q2 2021
Shares 13,490 Value ($000) $608 Avg Close Range
Q4 2020
Shares 51 Value ($000) $2 Avg Close Range
Q3 2020
Shares 51 Value ($000) $2 Avg Close Range
Q2 2020
Shares 51 Value ($000) $2 Avg Close Range
Q1 2020
Shares 51 Value ($000) $2 Avg Close Range
Q4 2019
Shares 51 Value ($000) $2 Avg Close Range