iShares S&P Conservative Allocatn Fd ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P Conservative Allocatn Fd ETF
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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $605k | 17k | 36.15 |
| 2023-09-30 | $562k | 17k | 33.96 |
| 2023-06-30 | $583k | 17k | 35.24 |
| 2023-03-31 | $578k | 17k | 34.96 |
| 2022-12-31 | $548k | 16k | 33.61 |
| 2022-09-30 | $531k | 16k | 32.59 |
| 2022-06-30 | $559k | 16k | 34.59 |
| 2022-03-31 | $609k | 16k | 37.68 |
| 2021-12-31 | $647k | 16k | 40.03 |
| 2021-09-30 | $638k | 16k | 39.47 |
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