Ishares Tr s^p aggr all shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Ishares Tr s^p aggr all
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All positions including Ishares Tr s^p aggr all held by Source Financial 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $415k | 5.3k | 78.91 |
| 2024-06-30 | $405k | 5.4k | 74.79 |
| 2024-03-31 | $403k | 5.5k | 73.46 |
| 2023-12-31 | $356k | 5.2k | 69.05 |
| 2023-09-30 | $307k | 4.8k | 63.48 |
| 2023-06-30 | $325k | 4.9k | 66.34 |
| 2023-03-31 | $277k | 4.4k | 63.58 |
| 2022-12-31 | $242k | 4.1k | 59.74 |
| 2022-09-30 | $226k | 4.1k | 55.42 |
| 2022-06-30 | $335k | 5.6k | 59.87 |
| 2022-03-31 | $242k | 3.5k | 69.02 |