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

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

Historical chart of Gladstone Institutional 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 51k 40.16
2025-06-30 $1.9M 49k 39.07
2025-03-31 $1.9M 50k 37.63
2024-12-31 $1.6M 44k 37.30

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF