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Ishares Tr s^p aggr all shares owned by Lebenthal Global Advisors

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

Historical chart of Lebenthal Global 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 Lebenthal Global 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 Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 2.2k 97.61

More positions owned by Lebenthal Global Advisors

Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core 60 Bala Etf (AOR)
New York Life Invts Active E Mackay Mun Inter (MMIT)
Apple (AAPL)
Spdr Series Trust St Str R1k Yld (ONEY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Lebenthal Global Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Assetmark
Jim Saulnier & Associates
Ellenbecker Investment Group
Foundations Investment Advisors
Wells Fargo & Company
Morgan Stanley
Cambridge Investment Research Advisors
Warren Averett Asset Management
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Thrivent Financial for Lutherans
Kestra Private Wealth Services

View all funds holding Ishares Tr s^p aggr all