Global Wealth Management Investment Advisory »

iShares S&P Conservative Allocatn Fd ETF shares owned by Global Wealth Management Investment Advisory

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

Historical chart of Global Wealth Management Investment 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 Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 315 36.15
2023-09-30 $11k 315 33.96
2023-06-30 $11k 315 35.24
2022-06-30 $11k 315 34.92
2022-03-31 $12k 315 38.10
2021-12-31 $13k 315 41.27
2021-09-30 $12k 315 38.10
2021-06-30 $13k 315 41.27
2021-03-31 $12k 315 38.10
2020-12-31 $7.0k 184 38.04
2020-06-30 $44k 1.2k 36.70
2020-03-31 $41k 1.2k 34.20
2019-12-31 $43k 1.2k 35.86
2019-09-30 $43k 1.2k 35.86
2019-06-30 $42k 1.2k 35.03
2019-03-31 $41k 1.2k 34.20
2018-12-31 $16k 499 32.06