Ishares Tr s^p aggr all shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr s^p aggr all
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All positions including Ishares Tr s^p aggr all held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr s^p aggr all by United Capital Financial Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $939k | 12k | 78.91 |
2024-06-30 | $896k | 12k | 74.78 |
2024-03-31 | $850k | 12k | 73.46 |
2023-12-31 | $774k | 11k | 69.05 |
2023-09-30 | $849k | 13k | 63.49 |
2023-06-30 | $912k | 14k | 66.34 |
2023-03-31 | $813k | 13k | 63.59 |
2022-12-31 | $696k | 12k | 59.75 |
2022-09-30 | $550k | 9.9k | 55.49 |
2022-06-30 | $488k | 8.2k | 59.85 |
2022-03-31 | $504k | 7.3k | 68.95 |
2021-12-31 | $476k | 6.5k | 72.75 |
2021-09-30 | $437k | 6.3k | 69.73 |
2021-06-30 | $434k | 6.1k | 70.64 |
2021-03-31 | $516k | 7.7k | 66.90 |
2020-12-31 | $574k | 8.9k | 64.14 |
2020-09-30 | $1.2M | 21k | 57.98 |
2020-06-30 | $981k | 18k | 54.91 |
2020-03-31 | $906k | 19k | 47.48 |
2019-12-31 | $1.1M | 19k | 57.98 |
2019-09-30 | $1.0M | 19k | 54.89 |
2019-06-30 | $1.1M | 19k | 55.16 |
2019-03-31 | $774k | 15k | 53.31 |
2018-12-31 | $833k | 17k | 48.55 |
2018-09-30 | $787k | 14k | 54.60 |
2018-06-30 | $770k | 14k | 53.42 |
2018-03-31 | $813k | 15k | 53.49 |
2017-12-31 | $919k | 17k | 53.88 |
2017-09-30 | $914k | 17k | 53.59 |
2017-06-30 | $894k | 17k | 51.81 |
2017-03-31 | $863k | 17k | 49.92 |
2016-12-31 | $816k | 17k | 47.20 |
2016-09-30 | $821k | 17k | 47.49 |
2016-06-30 | $817k | 18k | 46.01 |
2016-03-31 | $818k | 18k | 45.30 |
2015-12-31 | $692k | 15k | 44.81 |
2015-09-30 | $674k | 15k | 43.64 |
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