Steward Partners Investment Advisory, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1723397
STAMFORD, CT
All Filings in AOM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 AOM | $647,975 | 14,767 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 AOM | $785,438 | 18,081 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 AOM | $539,831 | 11,967 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AOM | $409,971 | 9,532 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 AOM | $407,778 | 9,532 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AOM | $393,846 | 9,488 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 AOM | $369,367 | 9,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AOM | $305,378 | 7,557 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AOM | $301,222 | 7,557 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 AOM | $280,855 | 7,389 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 AOM | $1,427,314 | 38,987 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 AOM | $1,077,282 | 27,651 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 AOM | $1,710,463 | 39,806 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 AOM | $2,290,642 | 50,377 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 AOM | $1,350,476 | 30,185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 AOM | $1,313,072 | 29,147 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 AOM | $1,102,468 | 25,315 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 AOM | $889,315 | 20,586 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 AOM | $779,170 | 18,981 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 AOM | $789,864 | 19,811 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 AOM | $689,389 | 18,764 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||