iShares S&P Moderate Allocation Fund ETF shares owned by First Heartland Consultants
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $398k | 8.8k | 45.15 |
| 2024-06-30 | $379k | 8.8k | 42.99 |
| 2024-03-31 | $377k | 8.8k | 42.76 |
| 2023-12-31 | $370k | 8.9k | 41.50 |
| 2023-09-30 | $351k | 9.0k | 38.93 |
| 2023-06-30 | $364k | 9.0k | 40.41 |
| 2023-03-31 | $359k | 9.0k | 39.86 |
| 2022-12-31 | $509k | 13k | 38.01 |
| 2022-09-30 | $500k | 14k | 36.60 |
| 2022-06-30 | $515k | 13k | 38.94 |
| 2022-03-31 | $611k | 14k | 42.95 |
| 2021-12-31 | $646k | 14k | 45.41 |
| 2021-09-30 | $645k | 14k | 44.75 |
| 2021-06-30 | $389k | 8.6k | 45.05 |
| 2020-06-30 | $221k | 5.6k | 39.79 |
| 2020-03-31 | $204k | 5.6k | 36.73 |
| 2019-12-31 | $265k | 6.6k | 40.07 |
| 2019-09-30 | $207k | 5.3k | 39.21 |
| 2019-06-30 | $206k | 5.3k | 39.04 |
| 2019-03-31 | $201k | 5.3k | 38.10 |
More positions owned by First Heartland Consultants
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