Q3 2015 13F Holders as of 30 Sep 2015
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
1,141,635
-
Share change
-
+162,580
-
Total reported value
-
$49,912,000
-
Price per share
-
$43.62
-
Number of holders
-
57
-
Value change
-
+$6,989,553
-
Number of buys
-
36
-
Number of sells
-
16
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2015
As of 30 Sep 2015,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,141,635 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, LPL Financial LLC, LBMC INVESTMENT ADVISORS, LLC, JANE STREET GROUP, LLC, AMERIPRISE FINANCIAL INC, Hanson McClain, Inc., Commonwealth Equity Services, Inc, Patriot Wealth Management, Inc., and Archford Capital Strategies, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q3 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.