iShares S&P Moderate Allocation Fund ETF shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in iShares S&P Moderate Allocation Fund ETF
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All positions including iShares S&P Moderate Allocation Fund ETF held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Cedar Brook Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $211k | 5.1k | 41.31 |
2023-09-30 | $217k | 5.6k | 38.93 |
2023-06-30 | $229k | 5.7k | 40.41 |
2023-03-31 | $236k | 5.9k | 39.86 |
2022-12-31 | $209k | 5.5k | 38.01 |
2022-06-30 | $207k | 5.3k | 38.96 |
2022-03-31 | $228k | 5.3k | 43.04 |
2021-12-31 | $289k | 6.4k | 45.48 |
2021-09-30 | $224k | 5.0k | 44.69 |
2021-06-30 | $282k | 6.3k | 45.05 |
2021-03-31 | $272k | 6.2k | 43.56 |
2020-12-31 | $227k | 5.3k | 43.21 |
2020-06-30 | $242k | 6.1k | 39.86 |
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