Keystone Financial Group »

Ishares Tr s^p aggr all shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group 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 Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4k 16 89.56
2025-03-31 $775 10 77.50

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fb Finl (FBK)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Trust Ishare 0-1 (SHV)

View all positions for Keystone Financial Group

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
LBMC Investment Advisors
Patton Albertson & Miller
CX Institutional

View all funds holding Ishares Tr s^p aggr all