Beacon Pointe Advisors, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1744317
NEWPORT BEACH, CA
All Filings in AOM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 AOM | $429,755 | 9,992 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 AOM | $427,500 | 9,993 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 AOM | $458,893 | 11,055 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 AOM | $454,858 | 11,684 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 AOM | $486,657 | 12,043 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AOM | $479,834 | 12,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 AOM | $457,184 | 12,028 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AOM | $445,946 | 12,181 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 AOM | $519,142 | 13,325 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 AOM | $777,198 | 18,087 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 AOM | $833,510 | 18,331 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 AOM | $913,903 | 20,427 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 AOM | $4,179,153 | 92,767 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 AOM | $3,834,011 | 88,037 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||