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iShares S&P Moderate Allocation Fund ETF shares owned by AlTi Global

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 81k 45.11
2024-06-30 $5.0M 115k 43.01
2024-03-31 $5.6M 130k 42.78
2023-12-31 $6.4M 154k 41.51

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

View all funds holding iShares S&P Moderate Allocation Fund ETF