iShares S&P Moderate Allocation Fund ETF shares owned by Private Capital Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Private Capital Management
from 13F filings
Historical chart of Private Capital Management 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 Private Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Private Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $103k | 2.4k | 43.44 |
| 2024-09-30 | $138k | 3.1k | 45.11 |
| 2024-06-30 | $142k | 3.3k | 43.01 |
| 2024-03-31 | $155k | 3.6k | 42.78 |
| 2023-12-31 | $152k | 3.7k | 41.51 |
| 2023-09-30 | $151k | 3.9k | 38.93 |
| 2023-06-30 | $167k | 4.1k | 40.41 |
| 2023-03-31 | $164k | 4.1k | 39.86 |
| 2022-12-31 | $496k | 13k | 38.01 |
| 2022-09-30 | $546k | 15k | 36.61 |
More positions owned by Private Capital Management
View all positions for Private Capital Management
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF