BlueStem Wealth Partners LLC lessened its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 11.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 61,583 shares of the company’s stock after selling 7,809 shares during the quarter. BlueStem Wealth Partners LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $4,004,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors also recently modified their holdings of the company. GGM Financials LLC purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter valued at $26,000. Private Trust Co. NA purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at $27,000. Ransom Advisory Ltd purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at $65,000. Flagship Harbor Advisors LLC purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at $73,000. Finally, Mascoma Wealth Management LLC lifted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 23.4% during the 4th quarter. Mascoma Wealth Management LLC now owns 1,218 shares of the company’s stock valued at $79,000 after buying an additional 231 shares in the last quarter.
iShares Core 60/40 Balanced Allocation ETF Stock Performance
AOR opened at $67.83 on Wednesday. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $58.56 and a fifty-two week high of $69.11. The firm’s fifty day moving average is $66.26 and its 200 day moving average is $65.93. The stock has a market cap of $3.48 billion, a price-to-earnings ratio of 19.83 and a beta of 0.65.
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.
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