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iShares S&P Conservative Allocatn Fd ETF shares owned by Private Trust Co Na

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in iShares S&P Conservative Allocatn Fd ETF

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All positions including iShares S&P Conservative Allocatn Fd ETF held by Private Trust Co Na 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 Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 300 40.16
2025-06-30 $12k 300 39.07

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Alphabet Inc Class C cs (GOOG)
Abbvie (ABBV)
SPDR DJ Wilshire Large Cap Growth (SPYG)

View all positions for Private Trust Co Na

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