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iShares S&P Growth Allocation Fund shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 176k 53.19
2023-09-30 $439k 8.9k 49.40
2020-12-31 $277k 5.3k 52.02

More positions owned by Lebenthal Global Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Intl Div Grwth (IGRO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Lebenthal Global Advisors

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund