iShares S&P Moderate Allocation Fund ETF shares owned by Halbert Hargrove Global Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Halbert Hargrove Global Advisors
from 13F filings
Historical chart of Halbert Hargrove Global 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 Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Halbert Hargrove Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1k | 65 | 47.40 |
| 2025-09-30 | $3.1k | 65 | 47.26 |
| 2025-06-30 | $5.3k | 115 | 46.18 |
| 2025-03-31 | $5.1k | 116 | 44.02 |
| 2024-12-31 | $5.0k | 115 | 43.60 |
More positions owned by Halbert Hargrove Global Advisors
View all positions for Halbert Hargrove Global Advisors
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF