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Realta Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-3,922
Closed -$221K – 375
2024
Q2 		$221K Sell
3,922
-107
-3% -$5.91K 0.04% 371
2024
Q1 		$224K Buy
+4,029
New +$217K 0.05% 385
2023
Q4 		– Sell
-2,192
Closed -$113K – 453
2023
Q3 		$113K Hold
2,192
– – 0.03% 450
2023
Q2 		$113K Buy
+2,192
New +$110K 0.02% 472
2023
Q1 		– Sell
-2,271
Closed -$107K – 437
2022
Q4 		$107K Buy
2,271
+86
+4% +$4.05K 0.03% 475
2022
Q3 		$98K Buy
+2,185
New +$106K 0.03% 453
2022
Q2 		– Sell
-3,981
Closed -$215K – 393
2022
Q1 		$215K Hold
3,981
– – 0.04% 378
2021
Q4 		$227K Buy
3,981
+4
+0.1% +$227 0.05% 376
2021
Q3 		$221K Buy
3,977
+176
+5% +$9.93K 0.05% 363
2021
Q2 		$213K Buy
+3,801
New +$210K 0.05% 366
2020
Q1 		– Sell
-4,585
Closed -$218K – 349
2019
Q4 		$218K Sell
4,585
-130
-3% -$6.09K 0.06% 319
2019
Q3 		$217K Sell
4,715
-511
-10% -$23.3K 0.06% 307
2019
Q2 		$239K Buy
5,226
+291
+6% +$13.1K 0.07% 291
2019
Q1 		$220K Buy
+4,935
New +$214K 0.1% 245

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Realta Investment Advisors's AOR Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2024, closing a stake of 3,922 shares — an estimated $221K sold.

Realta Investment Advisors first reported a position in AOR in Q1 2019 and held it in 14 quarters. The position peaked at $239K in Q2 2019. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,922 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2024, an estimated $221K.
  • Realta Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $239K in Q2 2019.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.