iShares S&P Conservative Allocatn Fd ETF shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 36k | 38.66 |
| 2024-06-30 | $1.3M | 36k | 36.93 |
| 2024-03-31 | $1.8M | 48k | 36.83 |
| 2023-12-31 | $1.8M | 49k | 36.15 |
| 2023-09-30 | $2.6M | 77k | 33.96 |
| 2023-06-30 | $2.4M | 68k | 35.24 |
| 2023-03-31 | $420k | 12k | 34.96 |
| 2022-03-31 | $258k | 6.8k | 37.69 |
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