We are live on
!
Find out more
iShares Core 60/40 Balanced Allocation ETF
69.93
USD
-0.23
0.33%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.33%
5 days
0.27%
1 month
2.49%
3 months
0.59%
6 months
4.34%
Year to date
7.11%
1 year
10.98%
5 years
22.51%
10 years
70.39%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
CWM
176
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$321K | -7,777 | Closed |
|
| 177 |
PV
177
Private Vista
Chicago,
Illinois
| – | -$301K | -7,293 | Closed |
|
| 178 |
NFG
178
Next Financial Group
Houston,
Texas
| – | -$299K | -7,241 | Closed |
|
| 179 |
JWM
179
JGP Wealth Management
Bend,
Oregon
| – | -$232K | -5,615 | Closed |
|
| 180 |
SGS
180
Sterling Global Strategies
Carlsbad,
California
| – | -$162K | -3,930 | Closed |
|
| 181 |
CC
181
Claybrook Capital
Wellesley,
Massachusetts
| – | -$77K | -1,876 | Closed |
|
| 182 |
WDL
182
Well Done LLC
Holland,
Michigan
| – | -$77K | -1,876 | Closed |
|
| 183 |
MWA
183
Meridian Wealth Advisors
Austin,
Texas
| – | -$61K | -1,473 | Closed |
|
| 184 |
PG
184
Patten Group
Chattanooga,
Tennessee
| – | -$29K | -697 | Closed |
|
| 185 |
SC
185
SouthState Corp
Winter Haven,
Florida
| – | -$16K | -390 | Closed |
|
| 186 |
DWM
186
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$9K | -213 | Closed |
|
| 187 |
BCWM
187
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$83 | -2 | Closed |
|