AOK — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in ISHARES TR (AOK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.02% (2024 Q4)
Avg. % of fund
4.05%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,682 -288,595 -83.1% 2.08% $2.4M $39.96
2024 Q4 INITIATED 347,277 — — 6.02% $13.0M $35.92
% of Fund (quarterly)    AOK price (monthly, adj. close)

Other funds also holding AOK

As of 2025 Q4 — sorted by position size

Archvest Wealth Advisors, Inc. 3Y 25.07% Strategic Investment Solutions, Inc. /IL 3Y 3.75% Investment Advisory Group, LLC 3Y 1.49% Weaver Consulting Group 3Y 1.44% Curran Financial Partners, LLC 3Y 1.33% RCW Management, LLC 1.3% Consilium Wealth Advisory, LLC 3Y 0.54% Legacy Capital Wealth Partners, LLC 3Y 0.47% Elevation Capital Advisory, LLC 0.43% High Net Worth Advisory Group LLC 3Y 0.4%
← Back to Forefront Analytics, LLC Holdings