Sargent Bickham Lagudis »

iShares S&P Moderate Allocation Fund ETF shares owned by Sargent Bickham Lagudis

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

Historical chart of Sargent Bickham Lagudis 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 Sargent Bickham Lagudis 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 Sargent Bickham Lagudis

Quarter filed Position value Share count Share price at filing
2022-12-31 $400k 11k 38.01
2022-09-30 $386k 11k 36.66
2022-06-30 $410k 11k 38.98
2022-03-31 $451k 11k 42.80
2021-12-31 $479k 11k 45.49
2021-09-30 $471k 11k 44.73
2021-06-30 $474k 11k 45.02
2021-03-31 $459k 11k 43.59
2020-12-31 $455k 11k 43.21
2020-09-30 $432k 11k 41.03
2020-06-30 $420k 11k 39.89
2020-03-31 $387k 11k 36.76
2019-12-31 $363k 9.1k 40.08
2019-09-30 $356k 9.1k 39.31
2019-06-30 $353k 9.1k 38.98
2019-03-31 $345k 9.1k 38.09
2018-12-31 $323k 9.1k 35.66
2018-09-30 $343k 9.1k 37.87
2018-06-30 $340k 9.1k 37.54
2018-03-31 $342k 9.1k 37.76
2017-12-31 $345k 9.1k 38.09
2017-09-30 $344k 9.1k 37.98
2017-06-30 $338k 9.1k 37.32
2017-03-31 $329k 9.1k 36.33
2016-12-31 $319k 9.1k 35.22
2016-09-30 $327k 9.1k 36.10
2016-06-30 $320k 9.1k 35.33
2016-03-31 $1.3M 38k 34.79

More positions owned by Sargent Bickham Lagudis

Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Acwi Etf (ACWI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sargent Bickham Lagudis

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