iShares S&P Moderate Allocation Fund ETF shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein 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 Richard Bernstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5k | 53 | 47.58 |
| 2025-06-30 | $2.6k | 57 | 46.42 |
| 2025-03-31 | $169 | 4 | 42.25 |
| 2024-12-31 | $0 | 0 | 0.00 |
| 2024-03-31 | $26k | 616 | 42.77 |
| 2023-09-30 | $344k | 8.8k | 38.93 |
| 2023-06-30 | $80 | 2 | 40.00 |
| 2023-03-31 | $9.6k | 240 | 39.86 |
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