Ishares Tr s^p aggr all shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 20k | 88.14 |
| 2025-06-30 | $1.5M | 18k | 83.40 |
| 2025-03-31 | $1.2M | 16k | 76.50 |
| 2024-12-31 | $1.3M | 17k | 76.61 |
| 2024-09-30 | $1.3M | 16k | 78.91 |
| 2024-06-30 | $1.2M | 16k | 74.78 |
| 2024-03-31 | $1.0M | 14k | 73.46 |
| 2023-09-30 | $836k | 13k | 63.49 |
| 2023-06-30 | $1.1M | 16k | 66.34 |
| 2023-03-31 | $966k | 15k | 63.59 |
| 2022-12-31 | $838k | 14k | 59.75 |
| 2022-09-30 | $749k | 14k | 55.46 |
| 2022-06-30 | $794k | 13k | 59.91 |
| 2022-03-31 | $940k | 14k | 68.94 |
| 2021-09-30 | $660k | 9.5k | 69.80 |
| 2021-06-30 | $646k | 9.1k | 70.64 |
| 2021-03-31 | $588k | 8.8k | 66.97 |
| 2020-12-31 | $733k | 11k | 64.17 |
| 2020-09-30 | $585k | 10k | 58.03 |
| 2020-06-30 | $515k | 9.4k | 54.83 |
| 2020-03-31 | $247k | 5.2k | 47.42 |
| 2019-12-31 | $490k | 8.5k | 57.99 |