Ishares Tr s^p aggr all shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr s^p aggr all by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 14k | 74.78 |
| 2024-03-31 | $991k | 14k | 73.46 |
| 2023-12-31 | $925k | 13k | 69.05 |
| 2023-09-30 | $846k | 13k | 63.49 |
| 2023-06-30 | $912k | 14k | 66.34 |
| 2023-03-31 | $851k | 13k | 63.59 |
| 2022-12-31 | $766k | 13k | 59.75 |
| 2022-09-30 | $674k | 12k | 55.45 |
| 2022-06-30 | $671k | 11k | 59.89 |
| 2022-03-31 | $723k | 11k | 68.94 |
| 2021-12-31 | $750k | 10k | 72.82 |
| 2021-09-30 | $675k | 9.7k | 69.81 |
| 2021-06-30 | $617k | 8.7k | 70.65 |
| 2021-03-31 | $569k | 8.5k | 66.93 |
| 2020-12-31 | $459k | 7.1k | 64.18 |
| 2020-09-30 | $244k | 4.2k | 58.00 |
| 2020-06-30 | $218k | 4.0k | 54.88 |