Archford Capital Strategies »

Ishares Tr s^p aggr all shares owned by Archford Capital Strategies

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

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr s^p aggr all by Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 29k 76.61
2024-09-30 $2.3M 30k 78.89
2024-06-30 $2.3M 30k 74.78
2024-03-31 $2.2M 29k 73.46
2023-12-31 $2.1M 30k 69.05
2023-09-30 $1.9M 31k 63.49
2023-06-30 $2.0M 30k 67.22
2023-03-31 $2.0M 32k 63.23
2022-12-31 $2.0M 33k 59.75
2022-09-30 $1.8M 33k 55.44
2022-06-30 $2.0M 33k 59.90
2022-03-31 $2.3M 33k 68.64
2021-12-31 $1.8M 25k 72.81
2021-09-30 $2.3M 33k 69.80
2021-06-30 $2.3M 33k 70.64
2021-03-31 $2.5M 36k 69.16
2020-12-31 $2.5M 38k 65.66
2020-09-30 $2.2M 38k 58.00
2020-06-30 $2.2M 40k 54.88
2020-03-31 $1.9M 40k 47.46
2019-12-31 $2.4M 41k 57.99
2019-09-30 $2.3M 41k 54.91
2019-06-30 $2.4M 43k 55.14
2019-03-31 $2.4M 44k 53.52
2018-12-31 $1.5M 32k 48.54
2018-09-30 $2.1M 38k 54.64
2018-06-30 $2.2M 42k 53.40
2018-03-31 $2.7M 49k 55.94
2017-12-31 $2.5M 46k 53.87
2017-09-30 $2.4M 44k 53.46
2017-06-30 $2.3M 44k 51.78
2017-03-31 $2.0M 41k 49.71
2016-12-31 $1.7M 37k 47.17
2016-09-30 $1.7M 35k 47.46
2016-06-30 $1.4M 31k 45.87
2016-03-31 $28k 1.4k 21.00
2015-12-31 $1.3M 27k 46.88
2015-09-30 $1.4M 32k 43.62
2015-06-30 $1.2M 26k 47.50
2015-03-31 $1.2M 26k 47.50
2014-12-31 $1.0M 22k 46.28
2014-09-30 $836k 18k 45.55
2014-06-30 $693k 15k 47.19
2014-03-31 $379k 8.4k 45.36

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Visa Inc Com Cl A Com Cl A (V)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Schwab Fundamental International Equity Etf Fundamental Intl (FNDF)
Amazon (AMZN)

View all positions for Archford Capital Strategies

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all