Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CORE 30/70 CONSE
-
Total 13F shares
-
6,864,686
-
Share change
-
+2,019,797
-
Total reported value
-
$256,104,594
-
Price per share
-
$37.30
-
Number of holders
-
162
-
Value change
-
+$74,914,534
-
Number of buys
-
85
-
Number of sells
-
65
Institutional Holders of ISHARES TR - CORE 30/70 CONSE (AOK) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - CORE 30/70 CONSE (AOK) was held by
162 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,864,686 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, Cetera Investment Advisers, LPL Financial LLC, Forefront Analytics, LLC, BlackRock, Inc., MORGAN STANLEY, Curran Financial Partners, LLC, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
165
institutional shareholders reporting positions in this security
for the Q4 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.