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iShares S&P Moderate Allocation Fund ETF shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 939k 45.11
2024-06-30 $39M 901k 43.01
2024-03-31 $40M 930k 42.78
2023-09-30 $35M 901k 38.93
2023-06-30 $30M 753k 40.41
2023-03-31 $31M 766k 39.86
2022-12-31 $30M 799k 38.01
2022-09-30 $30M 829k 36.61
2022-06-30 $34M 859k 38.96
2022-03-31 $40M 922k 42.97
2021-12-31 $42M 918k 45.47
2021-09-30 $39M 881k 44.74
2021-06-30 $37M 819k 45.05
2021-03-31 $33M 747k 43.55
2020-12-31 $28M 657k 43.20
2020-09-30 $24M 594k 41.05
2020-06-30 $23M 570k 39.87
2020-03-31 $20M 530k 36.74
2019-12-31 $18M 444k 40.13
2019-09-30 $16M 410k 39.29
2019-06-30 $15M 390k 39.02
2019-03-31 $15M 382k 38.06
2018-12-31 $14M 387k 35.68
2018-09-30 $14M 364k 37.89
2018-06-30 $13M 343k 37.53
2018-03-31 $13M 338k 37.77
2017-12-31 $13M 328k 38.04
2017-09-30 $12M 313k 37.97
2017-06-30 $11M 303k 37.27
2017-03-31 $12M 319k 36.46
2016-12-31 $10M 294k 35.28
2016-09-30 $8.8M 245k 35.80
2016-06-30 $7.5M 213k 35.17
2016-03-31 $18M 511k 34.43
2015-12-31 $19M 546k 33.89
2015-09-30 $10M 295k 34.20
2015-06-30 $9.5M 272k 34.96
2015-03-31 $7.7M 214k 35.74
2014-12-31 $5.9M 167k 35.17
2014-09-30 $4.9M 140k 34.75
2014-06-30 $4.7M 131k 35.72
2014-03-31 $4.6M 131k 34.82
2013-12-31 $3.6M 106k 34.31
2013-09-30 $3.5M 105k 33.49
2013-06-30 $3.8M 117k 32.38
2012-09-30 $3.0M 95k 31.58
2011-09-30 $3.3M 114k 28.93

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Microsoft Corporation (MSFT)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
Weaver Consulting Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Investment Advisory Group

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