Kingswood Wealth Advisors LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 45,454 shares of the company’s stock, valued at approximately $3,114,000. Kingswood Wealth Advisors LLC owned 0.08% of iShares Core 60/40 Balanced Allocation ETF at the end of the most recent reporting period.
A number of other hedge funds have also recently made changes to their positions in the company. Arlington Trust Co LLC purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter worth $58,000. Mascoma Wealth Management LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter valued at $76,000. Vima LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter valued at $104,000. Bullock Wealth Management Group bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter valued at $113,000. Finally, Ferguson Wellman Capital Management Inc. purchased a new position in iShares Core 60/40 Balanced Allocation ETF during the third quarter worth about $235,000.
iShares Core 60/40 Balanced Allocation ETF Stock Up 0.3%
iShares Core 60/40 Balanced Allocation ETF stock opened at $68.35 on Tuesday. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $62.96 and a 52 week high of $70.49. The business has a 50-day simple moving average of $69.19 and a 200 day simple moving average of $67.88. The stock has a market cap of $3.88 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.
Featured Articles
- Five stocks we like better than iShares Core 60/40 Balanced Allocation ETF
- Comfort Systems Earnings: AI Slowdown or More Growth Ahead?
- Bristol Myers Squibb’s Cancer Breakthrough Could Have Implications Beyond Its Own Stock
- 5 Beaten-Down Growth Stocks Trading Like Value Plays as Cash Chases Mega-Caps
- Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
Want to see what other hedge funds are holding AOR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report).
Receive News & Ratings for iShares Core 60/40 Balanced Allocation ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core 60/40 Balanced Allocation ETF and related companies with MarketBeat.com's FREE daily email newsletter.
