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
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

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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