Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Total 13F shares
-
4,212,271
-
Share change
-
-392,652
-
Total reported value
-
$162,784,056
-
Price per share
-
$38.66
-
Number of holders
-
153
-
Value change
-
-$14,032,807
-
Number of buys
-
66
-
Number of sells
-
75
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
153 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,212,271 shares.
The largest 10 holders included
LPL Financial LLC, BlackRock, Inc., Lido Advisors, LLC, GeoWealth Management, LLC, Curran Financial Partners, LLC, MORGAN STANLEY, Weaver Consulting Group, Elevation Capital Advisory, LLC, Investment Advisory Group, LLC, and Archvest Wealth Advisors, Inc..
This page lists
155
institutional shareholders reporting positions in this security
for the Q3 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.