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iShares S&P Conservative Allocatn Fd ETF shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting Group 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 Prosperity Consulting Group 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $628k 16k 38.66
2024-06-30 $555k 15k 36.93
2024-03-31 $427k 12k 36.82

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prosperity Consulting Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
LPL Financial
Forefront Analytics
BlackRock
Morgan Stanley
Curran Financial Partners
Wells Fargo & Company
Bank of America Corporation
Lido Advisors
Congress Asset Management
Weaver Consulting Group
Royal Bank of Canada
Investment Advisory Group

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