One Capital Management LLC cut its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 157,940 shares of the company’s stock after selling 2,574 shares during the quarter. One Capital Management LLC owned about 0.44% of iShares Core 60/40 Balanced Allocation ETF worth $9,053,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in AOR. JPMorgan Chase & Co. boosted its stake in iShares Core 60/40 Balanced Allocation ETF by 102.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock valued at $40,701,000 after purchasing an additional 33,649,765 shares during the period. Raymond James Financial Inc. bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $61,492,000. Richard Bernstein Advisors LLC boosted its stake in iShares Core 60/40 Balanced Allocation ETF by 573.6% in the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock valued at $37,527,000 after purchasing an additional 557,502 shares during the period. Centerline Wealth Advisors LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $14,673,000. Finally, Janney Montgomery Scott LLC boosted its stake in iShares Core 60/40 Balanced Allocation ETF by 943.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock valued at $15,634,000 after purchasing an additional 246,613 shares during the period.
iShares Core 60/40 Balanced Allocation ETF Price Performance
AOR opened at $58.66 on Thursday. The business has a fifty day simple moving average of $58.25 and a 200 day simple moving average of $58.40. The company has a market capitalization of $2.25 billion, a PE ratio of 21.34 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a 1 year low of $53.25 and a 1 year high of $59.77.
iShares Core 60/40 Balanced Allocation ETF Company 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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