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iShares S&P Moderate Allocation Fund ETF shares owned by Richard Bernstein Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Richard Bernstein Advisors from 13F filings

Historical chart of Richard Bernstein Advisors investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $344k 8.8k 38.93
2023-06-30 $80 2 40.00
2023-03-31 $9.6k 240 39.86

More positions owned by Richard Bernstein Advisors

Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci China Etf (MCHI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Glob Hlthcre Etf (IXJ)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Kraneshares Tr Quadrtc Int Rt (IVOL)

View all positions for Richard Bernstein Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF