Great Point Wealth Advisors »

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

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

Historical chart of Great Point 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 Great Point Wealth Advisors 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 Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $567k 8.2k 69.05
2023-09-30 $520k 8.2k 63.49
2023-06-30 $555k 8.4k 66.34
2023-03-31 $532k 8.4k 63.59
2022-12-31 $568k 9.5k 59.75
2022-09-30 $499k 9.0k 55.46
2022-06-30 $539k 9.0k 59.91
2022-03-31 $607k 8.8k 68.88
2021-12-31 $638k 8.8k 72.81
2021-09-30 $606k 8.7k 69.82
2021-06-30 $588k 8.3k 70.71
2021-03-31 $542k 8.1k 66.88
2020-12-31 $249k 3.9k 63.96
2020-09-30 $233k 4.3k 54.71
2020-06-30 $233k 4.3k 54.71
2019-12-31 $216k 3.7k 57.99