LBMC Investment Advisors’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 | $4.81M | Buy |
|
|||||
|
2025
Q2 | $4.56M | Sell |
|
|||||
|
2025
Q1 | $4.32M | Sell |
|
|||||
|
2024
Q4 | $4.43M | Buy |
|
|||||
|
2024
Q3 | $4.57M | Sell |
|
|||||
|
2024
Q2 | $4.35M | Sell |
|
|||||
|
2024
Q1 | $4.45M | Sell |
|
|||||
|
2023
Q4 | $4.28M | Sell |
|
|||||
|
2023
Q3 | $3.89M | Sell |
|
|||||
|
2023
Q2 | $4.15M | Sell |
|
|||||
|
2023
Q1 | $4.09M | Sell |
|
|||||
|
2022
Q4 | $3.92M | Sell |
|
|||||
|
2022
Q3 | $3.74M | Buy |
|
|||||
|
2022
Q2 | $3.82M | Buy |
|
|||||
|
2022
Q1 | $4.29M | Sell |
|
|||||
|
2021
Q4 | $4.58M | Sell |
|
|||||
|
2021
Q3 | $4.38K | Buy |
|
|||||
|
2021
Q2 | $4.43M | Sell |
|
|||||
|
2021
Q1 | $4.36M | Sell |
|
|||||
|
2020
Q4 | $4.3M | Buy |
|
|||||
|
2020
Q3 | $3.93M | Sell |
|
|||||
|
2020
Q2 | $3.79M | Sell |
|
|||||
|
2020
Q1 | $3.39M | Sell |
|
|||||
|
2019
Q4 | $3.93M | Sell |
|
|||||
|
2019
Q3 | $3.85M | Sell |
|
|||||
|
2019
Q2 | $3.87M | Sell |
|
|||||
|
2019
Q1 | $3.8M | Buy |
|
|||||
|
2018
Q4 | $3.48M | Buy |
|
|||||
|
2018
Q3 | $3.42M | Buy |
|
|||||
|
2018
Q2 | $3.34M | Buy |
|
|||||
|
2018
Q1 | $3.32M | Buy |
|
|||||
|
2017
Q4 | $3.27M | Buy |
|
|||||
|
2017
Q3 | $3.26M | Buy |
|
|||||
|
2017
Q2 | $3.13M | Sell |
|
|||||
|
2017
Q1 | $3.14M | Buy |
|
|||||
|
2016
Q4 | $2.81M | Sell |
|
|||||
|
2016
Q3 | $2.85M | Buy |
|
|||||
|
2016
Q2 | $2.63M | Buy |
|
|||||
|
2016
Q1 | $2.54M | Buy |
|
|||||
|
2015
Q4 | $2.43M | Buy |
|
|||||
|
2015
Q3 | $2.23M | Sell |
|
|||||
|
2015
Q2 | $2.38M | Buy |
|
|||||
|
2015
Q1 | $2.33M | Buy |
|
|||||
|
2014
Q4 | $1.94M | Buy |
|
|||||
|
2014
Q3 | $1.74M | Buy |
|
|||||
|
2014
Q2 | $1.06M | Sell |
|
|||||
|
2014
Q1 | $1.65M | Buy |
|
|||||
|
2013
Q4 | $1.6M | Buy |
|
|||||
|
2013
Q3 | $1.48M | Buy |
|
|||||
|
2013
Q2 | $1.29M | Buy |
|