Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE 80/20 AGGRE
-
Total 13F shares
-
5,739,284
-
Share change
-
+80,164
-
Total reported value
-
$429,010,680
-
Price per share
-
$74.78
-
Number of holders
-
314
-
Value change
-
+$6,218,136
-
Number of buys
-
164
-
Number of sells
-
122
Institutional Holders of ISHARES TR - CORE 80/20 AGGRE (AOA) as of Q2 2024
As of 30 Jun 2024,
ISHARES TR - CORE 80/20 AGGRE (AOA) was held by
314 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,739,284 shares.
The largest 10 holders included
Rockefeller Capital Management L.P., ASSETMARK, INC, GeoWealth Management, LLC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., Waverly Advisors, LLC, LBMC INVESTMENT ADVISORS, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, and PATTON ALBERTSON MILLER GROUP, LLC.
This page lists
315
institutional shareholders reporting positions in this security
for the Q2 2024 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.