Venturi Wealth Management LLC lessened its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,474 shares of the company’s stock after selling 467 shares during the quarter. Venturi Wealth Management LLC’s holdings in iShares Core Growth Allocation ETF were worth $371,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Concurrent Investment Advisors LLC increased its position in shares of iShares Core Growth Allocation ETF by 2.2% during the third quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock worth $515,000 after acquiring an additional 188 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in iShares Core Growth Allocation ETF by 11.2% during the 4th quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock valued at $108,000 after purchasing an additional 189 shares in the last quarter. Prospera Financial Services Inc increased its holdings in iShares Core Growth Allocation ETF by 2.0% during the 3rd quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock worth $593,000 after purchasing an additional 196 shares during the last quarter. Corrigan Financial Inc. raised its position in shares of iShares Core Growth Allocation ETF by 1.9% in the 4th quarter. Corrigan Financial Inc. now owns 11,387 shares of the company’s stock valued at $653,000 after purchasing an additional 217 shares in the last quarter. Finally, RTD Financial Advisors Inc. raised its position in shares of iShares Core Growth Allocation ETF by 0.8% in the 3rd quarter. RTD Financial Advisors Inc. now owns 27,508 shares of the company’s stock valued at $1,630,000 after purchasing an additional 218 shares in the last quarter.
iShares Core Growth Allocation ETF Trading Up 0.1 %
AOR stock opened at $59.33 on Friday. The firm has a 50 day simple moving average of $58.16 and a 200-day simple moving average of $58.22. The company has a market capitalization of $2.15 billion, a P/E ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a twelve month low of $53.25 and a twelve month high of $59.77.
iShares Core Growth 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.
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