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iShares S&P Conservative Allocatn Fd ETF shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $121k 3.6k 33.96
2023-06-30 $158k 4.5k 35.24
2023-03-31 $160k 4.6k 34.96
2022-12-31 $151k 4.5k 33.61
2022-09-30 $147k 4.5k 32.67
2022-06-30 $172k 5.0k 34.64
2022-03-31 $193k 5.1k 37.74
2021-12-31 $248k 6.2k 40.00
2021-09-30 $245k 6.2k 39.57
2021-06-30 $236k 5.9k 39.74
2021-03-31 $402k 10k 38.70