Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
526,565
-
Share change
-
+47,703
-
Total reported value
-
$23,980,407
-
Price per share
-
$45.56
-
Number of holders
-
44
-
Value change
-
+$2,175,830
-
Number of buys
-
27
-
Number of sells
-
14
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2014
As of 30 Sep 2014,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
526,565 shares.
The largest 10 holders included
LBMC INVESTMENT ADVISORS, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Ameriprise Financial Inc, Patriot Wealth Management, Inc., Commonwealth Equity Services, Inc, Efficient Advisors, LLC, Annex Advisory Services, LLC, Investors Capital Advisory Services, and VSR Financial Services, Inc..
This page lists
44
institutional shareholders reporting positions in this security
for the Q3 2014 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.