Sargent Bickham Lagudis »

iShares S&P Conservative Allocatn Fd ETF shares owned by Sargent Bickham Lagudis

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

Historical chart of Sargent Bickham Lagudis 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 Sargent Bickham Lagudis 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 Sargent Bickham Lagudis

Quarter filed Position value Share count Share price at filing
2022-12-31 $14M 405k 33.61
2022-09-30 $14M 428k 32.62
2022-06-30 $15M 434k 34.57
2022-03-31 $16M 436k 37.67
2021-12-31 $18M 443k 40.01
2021-09-30 $18M 459k 39.50
2021-06-30 $15M 380k 39.80
2021-03-31 $11M 277k 38.65
2020-12-31 $8.1M 209k 38.75
2020-09-30 $9.0M 242k 37.17
2020-06-30 $8.3M 229k 36.41
2020-03-31 $7.4M 219k 33.78
2019-12-31 $7.4M 206k 36.24
2019-09-30 $7.5M 209k 35.66
2019-06-30 $5.8M 165k 35.39
2019-03-31 $5.1M 147k 34.52
2018-12-31 $5.0M 152k 32.72
2018-09-30 $5.6M 163k 34.19
2018-06-30 $5.4M 160k 34.00
2018-03-31 $5.9M 171k 34.26
2017-12-31 $4.7M 137k 34.65
2017-09-30 $4.2M 123k 34.48
2017-06-30 $3.6M 106k 33.98
2017-03-31 $3.8M 115k 33.33
2016-12-31 $4.0M 123k 32.53
2016-09-30 $153k 4.6k 33.44
2016-06-30 $92k 2.8k 32.80
2016-03-31 $1.2M 37k 32.28

More positions owned by Sargent Bickham Lagudis

Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Acwi Etf (ACWI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sargent Bickham Lagudis

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Trilogy Capital
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial
Thrive Capital Management

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