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Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 34,254 shares of AOA (ISHARES TR), worth $3.3M as of 2026-Q2. The position was increased (+1.0% shares). AOA represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$3.3M

Current Shares

34,254

Total Value Change

+$1.2M

Total Shares Change

+6,801

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
34,254
+1.0%
$3.3M0.0%$96.92
27
2026-Q1
Increased
33,912
+10.2%
$3M0.0%$91.31
29
2025-Q4
Increased
30,773
+9.7%
$2.8M0.0%$90.06
29
2025-Q3
Increased
28,047
+0.3%
$2.5M0.0%$86.80
26
2025-Q2
Increased
27,967
+0.2%
$2.3M0.0%$81.37
26
2025-Q1
Increased
27,909
+0.4%
$2.1M0.0%$74.58
26
2024-Q4
Increased
27,804
+1.3%
$2.1M0.0%$74.94
26
2024-Q3
Decreased
27,453
-2.9%
$2.2M0.0%$76.16
0

Other major holders of AOA: Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC, STIFEL FINANCIAL CORP

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