iShares S&P Moderate Allocation Fund ETF shares owned by Global Financial Private Client
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client 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 Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $764k | 18k | 42.58 |
| 2023-12-31 | $727k | 18k | 41.51 |
| 2023-09-30 | $662k | 17k | 38.68 |
| 2023-06-30 | $678k | 17k | 40.50 |
| 2023-03-31 | $654k | 16k | 40.05 |
| 2022-12-31 | $606k | 16k | 38.01 |
| 2022-09-30 | $577k | 16k | 37.11 |
| 2022-06-30 | $592k | 15k | 39.26 |
| 2022-03-31 | $630k | 15k | 43.04 |
| 2021-12-31 | $651k | 14k | 45.47 |
| 2021-09-30 | $623k | 14k | 44.84 |
| 2021-06-30 | $608k | 14k | 45.09 |
| 2020-12-31 | $2.2k | 51 | 43.20 |
| 2020-09-30 | $2.1k | 51 | 41.18 |
| 2020-06-30 | $2.0k | 51 | 40.00 |
| 2020-03-31 | $1.8k | 51 | 36.08 |
| 2019-12-31 | $2.0k | 51 | 40.14 |
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