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iShares S&P Moderate Allocation Fund ETF shares owned by Claro Advisors

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

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 18k 125.62

More positions owned by Claro Advisors

Lazard Ltd Shs -a - (LAZ)
Ark Etf Tr Innovation Etf (ARKK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Ishares Tr Global Reit Etf (REET)
Ishares Tr National Mun Etf (MUB)
Mainstay Cbre Global (MEGI)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr High Yld Systm B (HYDB)
Iron Mountain (IRM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microchip Technology (MCHP)
Klaviyo Com Ser A (KVYO)

View all positions for Claro Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

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

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