iShares Core 60/40 Balanced Allocation ETF $AOR Shares Acquired by Worth Asset Management LLC

Worth Asset Management LLC lifted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 7.6% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 742,669 shares of the company’s stock after buying an additional 52,693 shares during the period. iShares Core 60/40 Balanced Allocation ETF accounts for approximately 16.5% of Worth Asset Management LLC’s holdings, making the stock its biggest position. Worth Asset Management LLC owned 1.40% of iShares Core 60/40 Balanced Allocation ETF worth $51,615,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. WestEnd Advisors LLC boosted its stake in iShares Core 60/40 Balanced Allocation ETF by 184.4% in the fourth quarter. WestEnd Advisors LLC now owns 49,946 shares of the company’s stock valued at $3,247,000 after acquiring an additional 32,386 shares during the period. NBT Bank N A NY raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 157,167.7% during the 1st quarter. NBT Bank N A NY now owns 102,224 shares of the company’s stock worth $6,578,000 after purchasing an additional 102,159 shares during the period. Kingswood Wealth Advisors LLC raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 66.5% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 37,840 shares of the company’s stock worth $2,460,000 after purchasing an additional 15,109 shares during the period. SOA Wealth Advisors LLC. lifted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 1,205.7% in the 1st quarter. SOA Wealth Advisors LLC. now owns 8,996 shares of the company’s stock worth $579,000 after purchasing an additional 8,307 shares during the last quarter. Finally, Strategic Blueprint LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth approximately $1,061,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

NYSEARCA:AOR opened at $70.12 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 12-month low of $62.00 and a 12-month high of $70.21. The firm has a market capitalization of $3.72 billion, a P/E ratio of 19.83 and a beta of 0.64. The business has a 50 day simple moving average of $68.98 and a 200 day simple moving average of $67.46.

iShares Core 60/40 Balanced Allocation ETF Profile

iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.