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iShares S&P Conservative Allocatn Fd ETF shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-06-30 $20k 551 36.93
2024-03-31 $20k 551 36.83
2023-12-31 $20k 551 36.15

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Spdr Portfolio MF Closed and MF Open (SPTL)
Sector Technology MF Closed and MF Open (XLK)
Apple Common Stock (AAPL)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
First Trust MF Closed and MF Open (RNEM)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)

View all positions for Tidemark

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
BlackRock
Lido Advisors
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Investment Advisory Group
Bank of America Corporation
Archvest Wealth Advisors
Cambridge Investment Research Advisors
Goldman Sachs Group
Congress Asset Management
Wells Fargo & Company
Trilogy Capital

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