iShares S&P Conservative Allocatn Fd ETF shares owned by Congress Asset Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in iShares S&P Conservative Allocatn Fd ETF
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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.2M | 166k | 37.30 |
| 2024-09-30 | $2.0M | 51k | 38.66 |
| 2024-06-30 | $3.1M | 83k | 36.93 |
| 2024-03-31 | $2.0M | 55k | 36.83 |
| 2023-12-31 | $4.7M | 130k | 36.15 |
| 2023-09-30 | $1.2M | 36k | 33.96 |
| 2023-06-30 | $534k | 15k | 35.24 |
| 2023-03-31 | $1.9M | 54k | 34.96 |
| 2022-12-31 | $11M | 336k | 33.61 |
| 2021-12-31 | $400k | 10k | 39.98 |
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