iShares S&P Moderate Allocation Fund ETF shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services 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 Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $859k | 20k | 42.78 |
| 2023-12-31 | $855k | 21k | 41.51 |
| 2023-09-30 | $816k | 21k | 38.93 |
| 2023-06-30 | $848k | 21k | 40.41 |
| 2023-03-31 | $858k | 22k | 39.86 |
| 2022-12-31 | $841k | 22k | 38.01 |
| 2022-09-30 | $717k | 20k | 36.62 |
| 2022-06-30 | $1.0M | 26k | 38.96 |
| 2022-03-31 | $769k | 18k | 42.95 |
| 2021-12-31 | $814k | 18k | 45.47 |
| 2021-09-30 | $607k | 14k | 44.72 |
| 2021-06-30 | $646k | 14k | 45.05 |
| 2021-03-31 | $575k | 13k | 43.56 |
| 2020-12-31 | $567k | 13k | 43.18 |
| 2020-09-30 | $417k | 10k | 41.05 |
| 2020-06-30 | $487k | 12k | 39.90 |
| 2020-03-31 | $448k | 12k | 36.70 |
| 2019-12-31 | $481k | 12k | 40.15 |
| 2019-09-30 | $391k | 10k | 39.25 |
| 2019-06-30 | $420k | 11k | 39.05 |
| 2019-03-31 | $409k | 11k | 38.03 |
| 2018-12-31 | $255k | 7.1k | 35.75 |
| 2018-09-30 | $272k | 7.2k | 37.88 |
| 2018-06-30 | $270k | 7.2k | 37.60 |
| 2018-03-31 | $270k | 7.2k | 37.73 |
| 2017-12-31 | $272k | 7.2k | 38.01 |
| 2017-09-30 | $4.0M | 106k | 37.96 |
| 2017-06-30 | $369k | 9.9k | 37.25 |
| 2015-09-30 | $259k | 7.7k | 33.85 |
| 2015-06-30 | $602k | 17k | 35.26 |
More positions owned by Beacon Investment Advisory Services
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