iShares S&P Moderate Allocation Fund ETF shares owned by Live Oak Investment Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Live Oak Investment Partners
from 13F filings
Historical chart of Live Oak Investment Partners 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 Live Oak Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $123k | 2.7k | 45.11 |
| 2024-06-30 | $134k | 3.1k | 43.01 |
| 2023-12-31 | $128k | 3.1k | 41.51 |
| 2023-09-30 | $122k | 3.1k | 38.93 |
| 2023-06-30 | $226k | 5.6k | 40.40 |
| 2023-03-31 | $223k | 5.6k | 39.86 |
| 2022-12-31 | $196k | 5.2k | 38.00 |
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