ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

Capital Analysts, LLC's Holding History (CIK: 0001624758)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 249 Value ($000) $0 Avg Close Range
Q3 2025
Shares 4,798 Value ($000) $0 Avg Close Range
Q2 2025
Shares 4,796 Value ($000) $0 Avg Close Range
Q1 2025
Shares 4,800 Value ($000) $0 Avg Close Range
Q4 2024
Shares 4,800 Value ($000) $0 Avg Close Range
Q3 2024
Shares 4,796 Value ($000) $0 Avg Close Range
Q2 2024
Shares 6,383 Value ($000) $0 Avg Close Range
Q1 2024
Shares 6,376 Value ($000) $0 Avg Close Range
Q4 2023
Shares 6,263 Value ($000) $0 Avg Close Range
Q3 2023
Shares 1,686 Value ($000) $0 Avg Close Range
Q2 2023
Shares 1,674 Value ($000) $0 Avg Close Range
Q1 2023
Shares 1,708 Value ($000) $0 Avg Close Range
Q4 2022
Shares 1,813 Value ($000) $0 Avg Close Range
Q3 2022
Shares 1,566 Value ($000) $70 Avg Close Range
Q2 2022
Shares 1,555 Value ($000) $75 Avg Close Range
Q1 2022
Shares 2,417 Value ($000) $130 Avg Close Range
Q4 2021
Shares 2,417 Value ($000) $138 Avg Close Range
Q3 2021
Shares 2,402 Value ($000) $133 Avg Close Range
Q2 2021
Shares 1,451 Value ($000) $81 Avg Close Range
Q1 2021
Shares 1,448 Value ($000) $78 Avg Close Range
Q4 2020
Shares 1,470 Value ($000) $77 Avg Close Range
Q3 2020
Shares 1,407 Value ($000) $68 Avg Close Range
Q2 2020
Shares 1,400 Value ($000) $65 Avg Close Range
Q1 2020
Shares 1,394 Value ($000) $58 Avg Close Range
Q4 2019
Shares 1,627 Value ($000) $78 Avg Close Range
Q3 2019
Shares 1,395 Value ($000) $64 Avg Close Range
Q2 2019
Shares 1,243 Value ($000) $57 Avg Close Range
Q1 2019
Shares 978 Value ($000) $43 Avg Close Range