Aspiriant LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30M | Buy |
|
|||||
|
2025
Q2 | $27.8M | Sell |
|
|||||
|
2025
Q1 | $26.7M | Buy |
|
|||||
|
2024
Q4 | $24.5M | Sell |
|
|||||
|
2024
Q3 | $26.3M | Sell |
|
|||||
|
2024
Q2 | $25.2M | Buy |
|
|||||
|
2024
Q1 | $23.1M | Sell |
|
|||||
|
2023
Q4 | $24.7M | Sell |
|
|||||
|
2023
Q3 | $25.7M | Buy |
|
|||||
|
2023
Q2 | $25M | Buy |
|
|||||
|
2023
Q1 | $23.6M | Sell |
|
|||||
|
2022
Q4 | $30.1M | Sell |
|
|||||
|
2022
Q3 | $78.1M | Buy |
|
|||||
|
2022
Q2 | $64.7M | Buy |
|
|||||
|
2022
Q1 | $9.35M | Buy |
|
|||||
|
2021
Q4 | $8.06M | Buy |
|
|||||
|
2021
Q3 | $5.17M | Buy |
|
|||||
|
2021
Q2 | $4.59M | Buy |
|
|||||
|
2021
Q1 | $2.89M | Buy |
|
|||||
|
2020
Q4 | $1.97M | Buy |
|
|||||
|
2020
Q3 | $1.22M | Buy |
|