Lido Advisors »

iShares S&P Conservative Allocatn Fd ETF shares owned by Lido Advisors

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

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.3M 225k 36.93
2024-03-31 $10M 284k 36.83
2023-12-31 $13M 348k 36.15
2023-09-30 $12M 353k 33.96
2023-06-30 $14M 396k 35.24
2023-03-31 $13M 366k 34.96

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lido Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
BlackRock
Lido Advisors
GeoWealth Management
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Wells Fargo & Company
Trilogy Capital
Cambridge Investment Research Advisors
Goldman Sachs Group

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