iShares S&P Moderate Allocation Fund ETF shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 9.6k | 47.58 |
| 2025-06-30 | $1.1M | 25k | 46.04 |
| 2025-03-31 | $396k | 9.0k | 43.88 |
| 2024-12-31 | $448k | 10k | 43.44 |
| 2024-09-30 | $256k | 5.7k | 45.11 |
| 2024-06-30 | $254k | 5.9k | 43.01 |
| 2024-03-31 | $252k | 5.9k | 42.78 |
| 2023-12-31 | $234k | 5.6k | 41.51 |
| 2023-09-30 | $212k | 5.4k | 38.93 |
| 2023-06-30 | $275k | 6.8k | 40.41 |
| 2023-03-31 | $291k | 7.3k | 39.86 |
| 2022-12-31 | $315k | 8.3k | 38.01 |
| 2022-09-30 | $246k | 6.7k | 36.60 |
| 2022-06-30 | $214k | 5.5k | 38.98 |
| 2022-03-31 | $247k | 5.7k | 43.05 |
| 2021-12-31 | $302k | 6.6k | 45.45 |
| 2021-09-30 | $367k | 8.2k | 44.75 |
| 2021-06-30 | $361k | 8.0k | 44.99 |
| 2021-03-31 | $350k | 8.0k | 43.55 |
| 2020-12-31 | $538k | 12k | 43.22 |
| 2020-09-30 | $517k | 13k | 41.17 |
| 2020-06-30 | $648k | 16k | 39.98 |
| 2020-03-31 | $483k | 13k | 36.11 |
| 2019-12-31 | $1.6M | 39k | 40.27 |
| 2019-09-30 | $1.7M | 42k | 39.28 |
| 2019-06-30 | $963k | 25k | 39.04 |
| 2019-03-31 | $1.0M | 27k | 38.06 |
| 2018-12-31 | $268k | 7.5k | 35.92 |
More positions owned by Captrust Financial Advisors
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