Warren Averett Asset Management »

Ishares Tr s^p aggr all shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Tr s^p aggr all

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All positions including Ishares Tr s^p aggr all held by Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 146k 88.14
2025-06-30 $12M 148k 83.40
2025-03-31 $11M 144k 76.50
2024-12-31 $11M 144k 76.61
2024-09-30 $11M 145k 78.91
2024-06-30 $11M 142k 74.78
2024-03-31 $9.8M 133k 73.46
2023-12-31 $5.5M 80k 69.05
2023-09-30 $5.0M 79k 63.49
2023-06-30 $5.0M 76k 66.34
2023-03-31 $4.9M 77k 63.59
2022-12-31 $3.9M 66k 59.75
2022-09-30 $3.7M 67k 55.45
2022-06-30 $4.2M 70k 59.89
2022-03-31 $4.4M 64k 68.95
2021-12-31 $4.2M 61k 69.21
2021-09-30 $4.1M 56k 73.09
2021-06-30 $4.3M 59k 71.77
2021-03-31 $4.1M 59k 69.34
2020-12-31 $3.8M 56k 66.98
2020-09-30 $3.0M 52k 56.72
2020-06-30 $3.4M 58k 58.50
2020-03-31 $2.4M 50k 47.47
2019-12-31 $3.3M 56k 58.97
2019-09-30 $2.9M 52k 54.91
2019-06-30 $2.6M 48k 55.15
2019-03-31 $2.3M 43k 53.53
2018-12-31 $1.8M 38k 48.54
2018-09-30 $1.8M 33k 54.63
2018-06-30 $1.7M 32k 53.39
2018-03-31 $1.4M 26k 53.50
2017-12-31 $1.4M 26k 53.88
2017-09-30 $1.3M 25k 53.57
2017-06-30 $1.3M 26k 51.79
2017-03-31 $1.1M 23k 49.93
2016-12-31 $842k 18k 47.24
2016-09-30 $575k 12k 47.50
2016-06-30 $426k 9.3k 45.83
2016-03-31 $388k 8.6k 45.27
2015-09-30 $146k 3.3k 43.61
2015-06-30 $179k 3.8k 47.48
2015-03-31 $175k 3.7k 47.62
2014-12-31 $154k 3.3k 46.26
2014-09-30 $137k 3.0k 45.67
2014-06-30 $126k 2.7k 47.10
2014-03-31 $82k 1.8k 45.38
2013-12-31 $76k 1.7k 44.76
2013-09-30 $31k 731 42.41

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NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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