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iShares S&P Moderate Allocation Fund ETF shares owned by Tiedemann Wealth Management

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

Historical chart of Tiedemann Wealth 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 Tiedemann Wealth Management 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 Tiedemann Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.5M 194k 38.93
2023-06-30 $11M 270k 40.41
2023-03-31 $27M 666k 39.86
2022-12-31 $50M 1.3M 38.01
2022-09-30 $53M 1.4M 36.61
2022-06-30 $61M 1.6M 38.96
2022-03-31 $66M 1.5M 42.97
2021-12-31 $69M 1.5M 45.48
2021-09-30 $69M 1.5M 44.74
2021-06-30 $72M 1.6M 45.05
2021-03-31 $64M 1.5M 43.55
2020-12-31 $61M 1.4M 43.20
2020-09-30 $60M 1.5M 41.05
2020-06-30 $52M 1.3M 39.88
2020-03-31 $60M 1.6M 36.74
2019-12-31 $84M 2.1M 40.13
2019-09-30 $81M 2.1M 39.29
2019-06-30 $73M 1.9M 39.02
2019-03-31 $62M 1.6M 38.05
2018-12-31 $75M 2.1M 35.92
2018-09-30 $73M 1.9M 37.89
2018-06-30 $73M 2.0M 37.53
2018-03-31 $72M 1.9M 37.77
2017-12-31 $70M 1.8M 38.21
2017-09-30 $66M 1.8M 36.35
2017-06-30 $66M 1.8M 37.31
2017-03-31 $63M 1.7M 36.35
2016-12-31 $53M 1.5M 35.23
2016-09-30 $49M 1.4M 35.65
2016-06-30 $4.6M 131k 35.30
2016-03-31 $3.8M 110k 34.80
2015-12-31 $2.3M 67k 34.05

More positions owned by Tiedemann Wealth Management

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
New Relic
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Uber Technologies (UBER)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Tiedemann Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
LPL Financial
Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
Kavar Capital Partners Group
Wells Fargo & Company
TCG Advisory Services
Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

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