BlackRock Institutional Trust’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$34.4M	Buy	848,038 +54,545	+7%	+$2.21M	0.01%	1576
2016 Q3	$32.7M	Buy	793,493 +133,877	+20%	+$5.45M	0.01%	1559
2016 Q2	$26.4M	Buy	659,616 +67,374	+11%	+$2.67M	﹤0.01%	1662
2016 Q1	$23.4M	Buy	592,242 +60,459	+11%	+$2.29M	﹤0.01%	1715
2015 Q4	$20.7M	Buy	531,783 +35,211	+7%	+$1.39M	﹤0.01%	1840
2015 Q3	$18.9M	Buy	496,572 +52,849	+12%	+$2.09M	﹤0.01%	1881
2015 Q2	$18M	Buy	443,723 +76,521	+21%	+$3.16M	﹤0.01%	1991
2015 Q1	$15M	Buy	367,202 +119,886	+48%	+$4.86M	﹤0.01%	2133
2014 Q4	$9.92M	Buy	247,316 +68,476	+38%	+$2.73M	﹤0.01%	2368
2014 Q3	$7.06M	Buy	178,840 +65,711	+58%	+$2.63M	﹤0.01%	2519
2014 Q2	$4.58M	Buy	113,129 +35,303	+45%	+$1.4M	﹤0.01%	2821
2014 Q1	$3.05M	Buy	77,826 +57,964	+292%	+$2.23M	﹤0.01%	2974
2013 Q4	$765K	Buy	+19,862	New	+$750K	﹤0.01%	3466

Other funds holding AOR

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

SWPG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

BlackRock Institutional Trust increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.9% in Q4 2016, buying an estimated $2.21M and bringing the position to 848,038 shares worth $34.4M. The position accounts for 0.01% of the portfolio, ranked #1576.

BlackRock Institutional Trust first reported a position in AOR in Q4 2013 and has held it in 13 quarters since. 109 funds tracked by Wall St. Rank hold AOR as of Q4 2016.

BlackRock Institutional Trust held 848,038 shares of iShares Core 60/40 Balanced Allocation ETF worth $34.4M as of Q4 2016.
BlackRock Institutional Trust bought 54,545 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2016, an estimated $2.21M.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1576 holding.
BlackRock Institutional Trust first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2013 and has held it in 13 quarters since.
109 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2016.

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