Richard Bernstein Advisors LLC AOR Holdings History
Richard Bernstein Advisors LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 108,439.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $6.24 Mil. This investment constitutes 0.15% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0.27% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2022Q4. And since then Richard Bernstein Advisors LLC has made 4 purchases of AOR, at an average price of $53.23, for a total of 1.25 Mil shares. In addition, there have been 6 sales at an average price of $54.30 for 1.15 Mil shares. Based on historical transaction data and AOR's current price of $61.15, Richard Bernstein Advisors LLC's estimated gain on his AOR holdings is $2.09 Mil, reflecting a 3.13% gain to date.
Richard Bernstein Advisors LLC AOR ($61.15) Holding Chart
Richard Bernstein Advisors LLC AOR ($61.15) 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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