Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
3,868,903
-
Share change
-
+159,867
-
Total reported value
-
$212,457,398
-
Price per share
-
$54.91
-
Number of holders
-
148
-
Value change
-
+$8,774,536
-
Number of buys
-
79
-
Number of sells
-
51
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q3 2019
As of 30 Sep 2019,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
148 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,868,903 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, ASSETMARK, INC, Cambridge Investment Research Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Trilogy Capital Inc., LBMC INVESTMENT ADVISORS, LLC, CAPTRUST FINANCIAL ADVISORS, LPL Financial LLC, PATTON ALBERTSON MILLER GROUP, LLC, and Ahrens Investment Partners LLC.
This page lists
149
institutional shareholders reporting positions in this security
for the Q3 2019 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.