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iShares S&P Growth Allocation Fund shares owned by NBT Bank

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by NBT Bank from 13F filings

Historical chart of NBT Bank investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by NBT Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by NBT Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 72k 55.67
2023-12-31 $3.5M 66k 53.19

More positions owned by NBT Bank

Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Apple (AAPL)
Flexshares Tr mornstar upstr (GUNR)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
iShares MSCI EAFE Growth Index (EFG)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Trane Technologies (TT)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway (BRK.B)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)

View all positions for NBT Bank

Top funds holding iShares S&P Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Strategic Wealth Partners
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund