Bell Investment Advisors, Inc AOR Holdings History
Bell Investment Advisors, Inc's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 123,923.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $7.13 Mil. This investment constitutes 1.32% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.31% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 2 purchases of AOR, at an average price of $56.25, for a total of 533,714.00 shares. In addition, there have been 11 sales at an average price of $48.57 for 409,791.00 shares. Based on historical transaction data and AOR's current price of $61.12, Bell Investment Advisors, Inc's estimated gain on his AOR holdings is $-2.54 Mil, reflecting a -8.47% gain to date.
Bell Investment Advisors, Inc AOR ($61.12) Holding Chart
Bell Investment Advisors, Inc AOR ($61.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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