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iShares S&P Conservative Allocatn Fd ETF shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 539 40.82
2025-06-30 $20k 508 39.37
2025-03-31 $18k 471 38.22
2022-06-30 $61k 1.8k 34.35
2021-09-30 $100k 2.5k 39.48
2021-06-30 $117k 2.9k 39.95
2021-03-31 $116k 3.0k 38.56
2020-12-31 $66k 1.7k 38.69
2020-09-30 $49k 1.3k 37.40
2020-06-30 $55k 1.5k 36.74
2020-03-31 $24k 702 34.19
2019-03-31 $9.0k 252 35.71
2018-12-31 $8.0k 252 31.75
2018-09-30 $9.0k 252 35.71
2018-06-30 $9.0k 250 36.00