BlackRock Institutional Trust’s iShares Core Conservative Allocation ETF AOK Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$8.54M	Buy	262,608 +24,945	+10%	+$815K	﹤0.01%	2488
2016 Q3	$7.93M	Buy	237,663 +51,149	+27%	+$1.7M	﹤0.01%	2475
2016 Q2	$6.12M	Buy	186,514 +28,311	+18%	+$919K	﹤0.01%	2574
2016 Q1	$5.11M	Buy	158,203 +38,696	+32%	+$1.22M	﹤0.01%	2657
2015 Q4	$3.78M	Buy	119,507 +3,739	+3%	+$120K	﹤0.01%	2851
2015 Q3	$3.64M	Buy	115,768 +11,808	+11%	+$379K	﹤0.01%	2856
2015 Q2	$3.37M	Buy	103,960 +10,782	+12%	+$355K	﹤0.01%	2904
2015 Q1	$3.08M	Buy	93,178 +17,336	+23%	+$568K	﹤0.01%	2934
2014 Q4	$2.47M	Buy	75,842 +23,291	+44%	+$759K	﹤0.01%	3017
2014 Q3	$1.71M	Buy	52,551 +12,294	+31%	+$403K	﹤0.01%	3146
2014 Q2	$1.33M	Buy	40,257 +14,938	+59%	+$487K	﹤0.01%	3346
2014 Q1	$820K	Buy	25,319 +16,291	+180%	+$523K	﹤0.01%	3470
2013 Q4	$289K	Buy	+9,028	New	+$287K	﹤0.01%	3666

Other funds holding AOK

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

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

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

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

SBL

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

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

BlackRock Institutional Trust's AOK Position: Q4 2016 in Review

BlackRock Institutional Trust increased its iShares Core Conservative Allocation ETF (AOK) stake by 10% in Q4 2016, buying an estimated $815K and bringing the position to 262,608 shares worth $8.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

BlackRock Institutional Trust first reported a position in AOK in Q4 2013 and has held it in 13 quarters since. 63 funds tracked by Wall St. Rank hold AOK as of Q4 2016.

BlackRock Institutional Trust held 262,608 shares of iShares Core Conservative Allocation ETF worth $8.54M as of Q4 2016.
BlackRock Institutional Trust bought 24,945 iShares Core Conservative Allocation ETF shares in Q4 2016, an estimated $815K.
iShares Core Conservative Allocation ETF made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2488 holding.
BlackRock Institutional Trust first reported a position in iShares Core Conservative Allocation ETF in Q4 2013 and has held it in 13 quarters since.
63 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.