Ameritas Investment Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$228K	Buy	4,109 +832	+25%	+$46.9K	0.01%	639
2021 Q2	$224K	Buy	3,277 +2,206	+206%	+$122K	0.01%	658
2021 Q1	$57.4K	Buy	+1,071	New	+$57K	0.01%	912
2020 Q2	–	Sell	-1,250	Closed	-$52K	–	400
2020 Q1	$52K	Hold	1,250	–	–	0.01%	681
2019 Q4	$60K	Sell	1,250 -325	-21%	-$15.2K	0.01%	548
2019 Q3	$73K	Buy	+1,575	New	+$71.9K	0.01%	563
2019 Q2	–	Sell	-497	Closed	-$22K	–	262
2019 Q1	$22K	Buy	+497	New	+$21.6K	﹤0.01%	533

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q3 2021, buying an estimated $46.9K and bringing the position to 4,109 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #639.

Ameritas Investment Company first reported a position in AOR in Q1 2019 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

Ameritas Investment Company held 4,109 shares of iShares Core 60/40 Balanced Allocation ETF worth $228K as of Q3 2021.
Ameritas Investment Company bought 832 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $46.9K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #639 holding.
Ameritas Investment Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

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