Lebenthal Global Advisors »

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

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

Historical chart of Lebenthal 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 Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 4.6k 49.89
2021-06-30 $319k 7.1k 44.93
2021-03-31 $317k 7.3k 43.42
2020-12-31 $287k 6.7k 43.09

More positions owned by Lebenthal Global Advisors

Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core 60 Bala Etf (AOR)
New York Life Invts Active E Mackay Mun Inter (MMIT)
Apple (AAPL)
Spdr Series Trust St Str R1k Yld (ONEY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Lebenthal Global Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Wells Fargo & Company
AJ Advisors
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Wedbush Morgan Securities
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings

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