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

Worth Asset Management LLC raised its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 5.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 670,703 shares of the company’s stock after purchasing an additional 32,939 shares during the period. iShares Core 60/40 Balanced Allocation ETF makes up about 18.5% of Worth Asset Management LLC’s portfolio, making the stock its largest holding. Worth Asset Management LLC owned approximately 1.39% of iShares Core 60/40 Balanced Allocation ETF worth $43,602,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in AOR. Strategic Advocates LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.6% in the third quarter. Strategic Advocates LLC now owns 8,244 shares of the company’s stock valued at $531,000 after buying an additional 205 shares during the period. BlueStem Wealth Partners LLC increased its stake in iShares Core 60/40 Balanced Allocation ETF by 0.6% during the 3rd quarter. BlueStem Wealth Partners LLC now owns 69,392 shares of the company’s stock worth $4,467,000 after acquiring an additional 397 shares during the period. GGM Financials LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter worth $26,000. Farther Finance Advisors LLC raised its holdings in iShares Core 60/40 Balanced Allocation ETF by 7.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 6,280 shares of the company’s stock valued at $404,000 after acquiring an additional 448 shares in the last quarter. Finally, AdvisorNet Financial Inc raised its holdings in iShares Core 60/40 Balanced Allocation ETF by 4.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 10,852 shares of the company’s stock valued at $699,000 after acquiring an additional 489 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

AOR opened at $63.12 on Friday. The firm has a market cap of $3.03 billion, a P/E ratio of 19.83 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $52.97 and a 52-week high of $67.71. The business’s fifty day moving average is $66.04 and its 200-day moving average is $65.29.

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.