Ishares Tr s^p aggr all shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $591k | 8.6k | 69.05 |
| 2023-09-30 | $542k | 8.5k | 63.49 |
| 2023-06-30 | $550k | 8.3k | 66.34 |
| 2023-03-31 | $525k | 8.3k | 63.59 |
| 2022-12-31 | $461k | 7.7k | 59.75 |
| 2022-09-30 | $427k | 7.7k | 55.47 |
| 2022-06-30 | $447k | 7.5k | 59.95 |
| 2022-03-31 | $519k | 7.5k | 68.91 |
| 2021-12-31 | $619k | 8.5k | 72.86 |
| 2021-09-30 | $523k | 7.5k | 69.86 |
| 2021-06-30 | $514k | 7.3k | 70.69 |
| 2021-03-31 | $502k | 7.5k | 66.89 |
| 2020-12-31 | $522k | 8.1k | 64.14 |
| 2020-09-30 | $472k | 8.1k | 58.00 |
| 2020-06-30 | $441k | 8.0k | 54.86 |
| 2020-03-31 | $457k | 9.6k | 47.44 |
| 2019-12-31 | $571k | 9.8k | 58.01 |
| 2019-09-30 | $551k | 10k | 54.92 |
| 2019-06-30 | $553k | 10k | 55.12 |
| 2019-03-31 | $558k | 10k | 53.48 |
| 2018-12-31 | $574k | 12k | 48.51 |
| 2018-09-30 | $626k | 12k | 54.60 |
| 2018-06-30 | $673k | 13k | 53.43 |
| 2018-03-31 | $899k | 17k | 53.51 |
| 2017-12-31 | $886k | 16k | 53.88 |