BlackRock Institutional Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BlackRock Institutional Trust’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$22.3M	Buy	633,686 +61,308	+11%	+$2.17M	﹤0.01%	1881
2016 Q3	$20.7M	Buy	572,378 +64,733	+13%	+$2.32M	﹤0.01%	1868
2016 Q2	$17.9M	Buy	507,645 +49,797	+11%	+$1.74M	﹤0.01%	1917
2016 Q1	$15.9M	Buy	457,848 +70,904	+18%	+$2.39M	﹤0.01%	1962
2015 Q4	$13.2M	Buy	386,944 +49,128	+15%	+$1.69M	﹤0.01%	2144
2015 Q3	$11.4M	Buy	337,816 +15,901	+5%	+$549K	﹤0.01%	2199
2015 Q2	$11.3M	Buy	321,915 +90,329	+39%	+$3.23M	﹤0.01%	2321
2015 Q1	$8.25M	Buy	231,586 +60,892	+36%	+$2.15M	﹤0.01%	2511
2014 Q4	$6M	Buy	170,694 +48,898	+40%	+$1.71M	﹤0.01%	2645
2014 Q3	$4.25M	Buy	121,796 +63,449	+109%	+$2.24M	﹤0.01%	2764
2014 Q2	$2.08M	Buy	58,347 +26,623	+84%	+$935K	﹤0.01%	3172
2014 Q1	$1.1M	Buy	31,724 +20,992	+196%	+$721K	﹤0.01%	3385
2013 Q4	$368K	Buy	+10,732	New	+$364K	﹤0.01%	3630

Other funds holding AOM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BlackRock Institutional Trust increased its iShares Core Moderate Allocation ETF (AOM) stake by 11% in Q4 2016, buying an estimated $2.17M and bringing the position to 633,686 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

BlackRock Institutional Trust first reported a position in AOM in Q4 2013 and has held it in 13 quarters since. 88 funds tracked by Wall St. Rank hold AOM as of Q4 2016.

BlackRock Institutional Trust held 633,686 shares of iShares Core Moderate Allocation ETF worth $22.3M as of Q4 2016.
BlackRock Institutional Trust bought 61,308 iShares Core Moderate Allocation ETF shares in Q4 2016, an estimated $2.17M.
iShares Core Moderate Allocation ETF made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1881 holding.
BlackRock Institutional Trust first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and has held it in 13 quarters since.
88 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2016.

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