Janney Montgomery Scott LLC trimmed its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 70.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,083 shares of the company’s stock after selling 76,478 shares during the period. Janney Montgomery Scott LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $2,065,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also recently added to or reduced their stakes in AOR. Worth Asset Management LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF by 2.9% during the 1st quarter. Worth Asset Management LLC now owns 689,976 shares of the company’s stock worth $44,400,000 after acquiring an additional 19,273 shares in the last quarter. Integrated Investment Consultants LLC boosted its holdings in iShares Core 60/40 Balanced Allocation ETF by 4.7% in the 3rd quarter. Integrated Investment Consultants LLC now owns 384,902 shares of the company’s stock worth $24,780,000 after acquiring an additional 17,304 shares during the period. WestEnd Advisors LLC grew its position 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 in the last quarter. Ameriprise Financial Inc. grew its position in iShares Core 60/40 Balanced Allocation ETF by 3.6% in the third quarter. Ameriprise Financial Inc. now owns 44,427 shares of the company’s stock valued at $2,860,000 after acquiring an additional 1,542 shares in the last quarter. Finally, Kingswood Wealth Advisors LLC raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 66.5% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 37,840 shares of the company’s stock valued at $2,460,000 after purchasing an additional 15,109 shares during the period.
iShares Core 60/40 Balanced Allocation ETF Trading Up 0.6%
Shares of AOR stock opened at $68.93 on Friday. The firm has a fifty day simple moving average of $68.91 and a 200-day simple moving average of $67.01. The company has a market capitalization of $3.66 billion, a PE ratio of 19.83 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $60.77 and a twelve month high of $69.97.
About iShares Core 60/40 Balanced Allocation ETF
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.
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