Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE 60/40 BALAN
-
Total 13F shares
-
71,945
-
Share change
-
+14,038
-
Total reported value
-
$3,826,796
-
Price per share
-
$53.19
-
Number of holders
-
7
-
Value change
-
+$746,649
-
Number of buys
-
3
-
Number of sells
-
4
Institutional Holders of ISHARES TR - CORE 60/40 BALAN (AOR) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - CORE 60/40 BALAN (AOR) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
71,945 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BlackRock Inc., BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, Mesirow Financial Investment Management, Inc., MORGAN STANLEY, ASPIRIANT, LLC, ENVESTNET ASSET MANAGEMENT INC, WestEnd Advisors, LLC, and Strategic Wealth Partners Group LLC.
This page lists
337
institutional shareholders reporting positions in this security
for the Q4 2023 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.