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Ishares Tr s^p aggr all shares owned by HPM Partners

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 29k 69.05
2023-09-30 $1.8M 28k 63.49
2023-06-30 $1.9M 28k 66.34

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View all positions for HPM Partners

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all