SOA Wealth Advisors LLC. raised its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1,205.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 8,996 shares of the company’s stock after purchasing an additional 8,307 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $579,000 as of its most recent SEC filing.
A number of other hedge funds have also recently bought and sold shares of the business. NBT Bank N A NY increased its holdings in iShares Core 60/40 Balanced Allocation ETF by 157,167.7% during the 1st quarter. NBT Bank N A NY now owns 102,224 shares of the company’s stock worth $6,578,000 after purchasing an additional 102,159 shares during the last quarter. Janney Montgomery Scott LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 292.7% during the 4th quarter. Janney Montgomery Scott LLC now owns 108,561 shares of the company’s stock valued at $7,058,000 after buying an additional 80,917 shares during the last quarter. WestEnd Advisors LLC grew its position in shares of iShares Core 60/40 Balanced Allocation ETF by 184.4% during the fourth quarter. WestEnd Advisors LLC now owns 49,946 shares of the company’s stock worth $3,247,000 after buying an additional 32,386 shares in the last quarter. Worth Asset Management LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.9% in the first quarter. Worth Asset Management LLC now owns 689,976 shares of the company’s stock worth $44,400,000 after buying an additional 19,273 shares during the last quarter. Finally, Strategic Blueprint LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter worth $1,061,000.
iShares Core 60/40 Balanced Allocation ETF Price Performance
AOR opened at $68.49 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 12-month low of $60.96 and a 12-month high of $69.97. The stock has a market capitalization of $3.66 billion, a PE ratio of 19.83 and a beta of 0.64. The firm’s fifty day moving average price is $68.94 and its 200 day moving average price is $67.32.
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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.
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