iShares S&P Moderate Allocation Fund ETF shares owned by Kovack Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Kovack Advisors
from 13F filings
Historical chart of Kovack Advisors 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 Kovack Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $240k | 5.6k | 42.78 |
| 2023-12-31 | $246k | 5.9k | 41.51 |
| 2023-09-30 | $266k | 6.8k | 38.93 |
| 2023-06-30 | $244k | 6.0k | 40.41 |
| 2023-03-31 | $1.5M | 36k | 39.86 |
| 2022-12-31 | $1.3M | 34k | 38.01 |
| 2022-09-30 | $1.3M | 34k | 36.62 |
| 2022-06-30 | $1.3M | 34k | 38.96 |
| 2022-03-31 | $1.5M | 36k | 42.95 |
| 2021-12-31 | $1.6M | 36k | 45.46 |
| 2021-09-30 | $1.7M | 37k | 44.73 |
| 2021-06-30 | $1.8M | 41k | 45.04 |
| 2021-03-31 | $1.8M | 40k | 43.55 |
| 2020-12-31 | $375k | 8.7k | 43.15 |
| 2020-09-30 | $356k | 8.7k | 41.08 |
| 2020-06-30 | $350k | 8.8k | 39.86 |
| 2020-03-31 | $498k | 14k | 36.76 |
| 2019-12-31 | $831k | 21k | 40.14 |
| 2019-09-30 | $855k | 22k | 39.28 |
| 2019-06-30 | $563k | 14k | 38.99 |
| 2019-03-31 | $499k | 13k | 38.07 |
| 2018-12-31 | $467k | 13k | 35.68 |
| 2013-06-30 | $308k | 9.5k | 32.42 |
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