iShares S&P Moderate Allocation Fund ETF shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $336k | 7.9k | 42.78 |
| 2023-12-31 | $321k | 7.7k | 41.51 |
| 2023-09-30 | $298k | 7.7k | 38.93 |
| 2023-06-30 | $310k | 7.7k | 40.41 |
| 2023-03-31 | $306k | 7.7k | 39.86 |
| 2022-12-31 | $291k | 7.7k | 37.96 |
| 2022-09-30 | $320k | 8.7k | 36.61 |
| 2022-06-30 | $341k | 8.7k | 39.02 |
| 2022-03-31 | $373k | 8.7k | 42.94 |
| 2021-12-31 | $380k | 8.7k | 43.89 |
| 2021-09-30 | $386k | 8.6k | 44.77 |
| 2021-06-30 | $390k | 8.7k | 45.01 |
| 2021-03-31 | $420k | 9.6k | 43.55 |
| 2020-12-31 | $422k | 9.8k | 43.22 |
| 2020-09-30 | $483k | 12k | 41.05 |
| 2020-06-30 | $475k | 12k | 39.89 |
| 2020-03-31 | $439k | 12k | 36.78 |
| 2019-12-31 | $466k | 12k | 40.10 |
| 2019-09-30 | $555k | 14k | 39.26 |
| 2019-06-30 | $550k | 14k | 38.99 |
| 2019-03-31 | $600k | 16k | 38.08 |
| 2018-12-31 | $559k | 16k | 35.68 |
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