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Ishares Tr s^p aggr all shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 9.8k 88.14
2025-06-30 $808k 9.7k 83.40
2025-03-31 $739k 9.7k 76.50

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
LPL Financial
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Wells Fargo & Company
Jim Saulnier & Associates
Foundations Investment Advisors
Warren Averett Asset Management
Ellenbecker Investment Group
Cetera Investment Advisers
Morgan Stanley
LBMC Investment Advisors
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all