iShares Core 60/40 Balanced Allocation ETF (AOR)
Market Closed
17 Jul, 20:00
ARCA ARCA Primary $
68. 41
-0.35
-0.509%
$
3.65B Market Cap
1.7% Div Yield
221,800 Volume
$ 68.76
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iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 4,300 | $228,717 | $296,420.5 | $67,703.5 | 29.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 46,133 | $2.56M | $3.17M | $618,131.64 | 24.18% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 13,455 | $675,407.07 | $929,202.3 | $253,795.23 | 37.58% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,128 | $273,210.66 | $352,755.12 | $79,544.46 | 29.11% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 5,508 | $354,639.87 | $378,895.32 | $24,255.45 | 6.84% |
 Jeff Ameen Spire Wealth Management | 1,691 | $86,359.69 | $116,425.35 | $30,065.66 | 34.81% |
 Daren Blonski Fermata Advisors LLC | 3,615 | $208,115.55 | $248,585.47 | $40,469.92 | 19.45% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 5,129 | $295,276.53 | $352,695.68 | $57,419.15 | 19.45% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,988 | $1.18M | $1.31M | $132,314.61 | 11.26% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 67,214 | $4.35M | $4.62M | $267,348.79 | 6.14% |
| RH Rick Hurley Heirloom Wealth Management | 8,993 | $492,905.37 | $619,213.01 | $126,307.64 | 25.63% |
 Brian Baylis Bell Investment Advisors Inc. | 82,377 | $4.6M | $5.68M | $1.07M | 23.34% |
 Bradley W. Clark Paladin Advisory Group LLC | 141 | $8,361.8 | $9,725.47 | $1,363.67 | 16.31% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 3,417 | $196,134.25 | $235,687.57 | $39,553.32 | 20.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,661 | $401,577.55 | $459,542.39 | $57,964.84 | 14.43% |
 Cliff A. Demarest Consilium Wealth Advisory LLC | 421,908 | $22.83M | $29.12M | $6.29M | 27.55% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 3,526 | $208,880.24 | $243,364.52 | $34,484.28 | 16.51% |
 cullen roche Orcam Financial Group | 7,448 | $483,199.2 | $514,023.72 | $30,824.52 | 6.38% |
 Craig Kurth PCG Wealth Advisors LLC | 3,282 | $211,295.16 | $226,507.23 | $15,212.07 | 7.2% |
 Jennifer Carlson Gould Capital LLC | 500 | $32,505 | $34,495 | $1,990 | 6.12% |
