Cary Street Partner Investment Advisory »

iShares S&P Conservative Allocatn Fd ETF shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $27k 800 33.96
2023-06-30 $219k 6.2k 35.24
2023-03-31 $220k 6.3k 34.96
2022-12-31 $296k 8.8k 33.61
2022-09-30 $202k 6.2k 32.58