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Ishares Tr s^p aggr all shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 67k 69.05
2023-09-30 $4.3M 68k 63.49

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Wealth Alliance

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