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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

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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