GeoWealth Management »

iShares S&P Conservative Allocatn Fd ETF shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 192k 38.66
2024-06-30 $470k 13k 36.92
2024-03-31 $115M 3.1k 36817.72
2023-09-30 $2.6M 78k 33.96
2023-06-30 $4.2M 119k 35.24
2023-03-31 $4.6M 133k 34.96
2022-12-31 $3.7M 110k 33.61
2022-09-30 $2.8M 86k 32.62
2022-06-30 $2.7M 78k 34.58
2022-03-31 $3.0M 81k 37.67