Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
807,659
-
Share change
-
-881,213
-
Total reported value
-
$38,376,871
-
Price per share
-
$47.50
-
Number of holders
-
54
-
Value change
-
-$41,833,146
-
Number of buys
-
27
-
Number of sells
-
23
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q1 2015
As of 31 Mar 2015,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
807,659 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, LBMC INVESTMENT ADVISORS, LLC, Ameriprise Financial Inc, WELLS FARGO & COMPANY/MN, LPL Financial LLC, VSR Financial Services, Inc., Commonwealth Equity Services, Inc, Patriot Wealth Management, Inc., Hanson McClain, Inc., and Archford Capital Strategies, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q1 2015 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.