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

Worth Asset Management LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 188,089 shares of the company’s stock, valued at approximately $12,888,000. iShares Core 60/40 Balanced Allocation ETF accounts for approximately 3.8% of Worth Asset Management LLC’s investment portfolio, making the stock its 4th largest position. Worth Asset Management LLC owned approximately 0.33% of iShares Core 60/40 Balanced Allocation ETF at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Strategic Investment Solutions Inc. IL purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at approximately $33,000. Arlington Trust Co LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF during the 2nd quarter worth approximately $58,000. Gould Capital LLC lifted its stake in iShares Core 60/40 Balanced Allocation ETF by 123.6% during the 4th quarter. Gould Capital LLC now owns 2,263 shares of the company’s stock valued at $147,000 after acquiring an additional 1,251 shares during the period. Ferguson Wellman Capital Management Inc. purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the third quarter worth $235,000. Finally, EverSource Wealth Advisors LLC grew its position in iShares Core 60/40 Balanced Allocation ETF by 494.7% during the 1st quarter. EverSource Wealth Advisors LLC now owns 3,842 shares of the company’s stock worth $247,000 after purchasing an additional 3,196 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Stock Down 0.4%

Shares of AOR stock traded down $0.27 on Wednesday, hitting $68.74. The company had a trading volume of 384,357 shares, compared to its average volume of 386,066. The firm has a market cap of $3.88 billion, a P/E ratio of 19.83 and a beta of 0.65. The company has a 50-day moving average price of $69.44 and a 200-day moving average price of $68.39. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $62.96 and a twelve month high of $70.49.

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.