iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Closed

16 Oct, 08:00 PM

ARCA

68. 30

-0.36

-0.5171%

3.66B Market Cap

1.7% Div Yield

24,197 Volume

$ 68.65

Previous Close

Investors:

SFM

+126

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Day Range

68.16 68.76

Year Range

62.96 70.49

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iShares Core 60/40 Balanced Allocation ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Teresa Coleman Creekside Partners	14,501	$959,560.27	$995,783.67	$36,223.4	3.77%
BluePointe Capital Management LLC BluePointe Capital Management LLC	22,555	$1.3M	$1.55M	$251,826.92	19.39%
Danielle N. Annechiarico Old North State Wealth Management LLC	4,668	$324,519	$320,528.22	-$3,990.78	-1.23%
Millstone Evans Group LLC Millstone Evans Group LLC	4,217	$245,856.81	$287,662.65	$41,805.84	17%
Highline Wealth Partners LLC Highline Wealth Partners LLC	224	$13,075.48	$15,373.12	$2,297.64	17.57%
JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC	453,418	$27.99M	$31.15M	$3.16M	11.3%
Thomas Lo Vested Financial Planning LLC	5,850	$406,559	$399,262.5	-$7,296.5	-1.79%
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	581	$33,367.62	$39,691.01	$6,323.39	18.95%
RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.	81,320	$5.64M	$5.57M	-$69,936.99	-1.24%
MWG Martin Worley Group Martin Worley Group	17,246	$988,540.28	$1.18M	$193,673.02	19.59%
Westmount Partners LLC Westmount Partners LLC	24,291	$1.41M	$1.66M	$255,680.42	18.16%
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC	8,790	$565,872	$603,960.9	$38,088.9	6.73%
TM Terry McHugh McHugh Group LLC	15,000	$1.04M	$1.03M	-$14,325	-1.37%
Redwood Park Advisors LLC Redwood Park Advisors LLC	6,875	$425,709.92	$469,940.62	$44,230.7	10.39%
Rossby Financial LLC Rossby Financial LLC	20	$1,295.15	$1,373	$77.85	6.01%
SFA Salus Financial Advisors LLC Salus Financial Advisors LLC	2,970	$206,429	$202,583.7	-$3,845.3	-1.86%
JH Julie Hazzard 10Elms LLP	264	$18,348	$18,011.4	-$336.6	-1.83%
PR Peter Recchia 4Wealth Advisors Inc.	3,097	$212,921	$212,779.38	-$141.62	-0.07%
FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC	47	$2,709.5	$3,213.86	$504.36	18.61%
AWM Apex Wealth Management LLC Apex Wealth Management LLC	2,887	$200,628	$197,773.93	-$2,854.07	-1.42%

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