Ameritas Investment Company’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Ameritas Investment Company’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$703K	Buy	17,787 +11,586	+187%	+$464K	0.03%	339
2021 Q2	$831K	Buy	6,201 +779	+14%	+$30.7K	0.04%	315
2021 Q1	$210K	Sell	5,422 -627	-10%	-$24.3K	0.02%	570
2020 Q4	$234K	Buy	+6,049	New	+$230K	0.05%	365
2020 Q2	–	Sell	-8,212	Closed	-$275K	–	398
2020 Q1	$275K	Buy	8,212 +6,907	+529%	+$246K	0.04%	286
2019 Q4	$47K	Sell	1,305 -394	-23%	-$14.1K	0.01%	584
2019 Q3	$61K	Buy	+1,699	New	+$60.2K	0.01%	609
2019 Q2	–	Sell	-26,063	Closed	-$900K	–	260
2019 Q1	$900K	Buy	+26,063	New	+$880K	0.17%	116

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Company's AOK Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Core Conservative Allocation ETF (AOK) stake by 187% in Q3 2021, buying an estimated $464K and bringing the position to 17,787 shares worth $703K. The position accounts for 0.03% of the portfolio, ranked #339.

Ameritas Investment Company first reported a position in AOK in Q1 2019 and has held it in 8 quarters since. The position peaked at $900K in Q1 2019. 154 funds tracked by Wall St. Rank hold AOK as of Q3 2021.

Ameritas Investment Company held 17,787 shares of iShares Core Conservative Allocation ETF worth $703K as of Q3 2021.
Ameritas Investment Company bought 11,586 iShares Core Conservative Allocation ETF shares in Q3 2021, an estimated $464K.
iShares Core Conservative Allocation ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #339 holding.
Ameritas Investment Company first reported a position in iShares Core Conservative Allocation ETF in Q1 2019 and has held it in 8 quarters since.
Ameritas Investment Company's iShares Core Conservative Allocation ETF position peaked at $900K in Q1 2019.
154 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.