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iShares S&P Moderate Allocation Fund ETF shares owned by Transcendent Capital Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Transcendent Capital Group from 13F filings

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 342 45.11
2024-06-30 $15k 342 43.01
2024-03-31 $15k 342 42.78
2023-12-31 $14k 334 41.51

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Ameriprise Financial
Foundations Investment Advisors
Royal Bank of Canada
Weitzel Financial Services
TCG Advisory Services
Focus Financial Network
Bank of America Corporation
Advisor Group Holdings
American Trust
Weaver Consulting Group

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