iShares S&P Moderate Allocation Fund ETF shares owned by Lokken Investment Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group 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 Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $402k | 9.7k | 41.51 |
| 2023-09-30 | $414k | 11k | 38.93 |
| 2023-06-30 | $410k | 10k | 40.41 |
| 2023-03-31 | $404k | 10k | 39.86 |
| 2022-12-31 | $407k | 11k | 38.01 |
| 2022-09-30 | $327k | 8.9k | 36.65 |
| 2022-06-30 | $336k | 8.6k | 39.02 |
| 2022-03-31 | $386k | 9.5k | 40.54 |
| 2021-12-31 | $453k | 10k | 45.52 |
| 2021-09-30 | $445k | 10k | 44.71 |
| 2021-06-30 | $436k | 9.7k | 45.01 |
| 2021-03-31 | $421k | 9.7k | 43.54 |
| 2020-12-31 | $449k | 10k | 43.19 |
| 2012-03-31 | $421k | 9.7k | 43.54 |
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