Consilium Wealth Advisory LLC Has $17.58 Million Stock Position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Consilium Wealth Advisory LLC boosted its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 4.2% in the 4th quarter, HoldingsChannel reports. The firm owned 306,626 shares of the company’s stock after purchasing an additional 12,440 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF makes up approximately 8.4% of Consilium Wealth Advisory LLC’s portfolio, making the stock its 2nd largest holding. Consilium Wealth Advisory LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $17,576,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. JPMorgan Chase & Co. boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 102.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock valued at $40,701,000 after acquiring an additional 33,649,765 shares during the last quarter. Richard Bernstein Advisors LLC boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 573.6% during the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock valued at $37,527,000 after acquiring an additional 557,502 shares during the last quarter. Lebenthal Global Advisors LLC boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 1.8% during the 4th quarter. Lebenthal Global Advisors LLC now owns 336,377 shares of the company’s stock valued at $19,281,000 after acquiring an additional 5,876 shares during the last quarter. Kovitz Investment Group Partners LLC boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 1.9% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 311,620 shares of the company’s stock valued at $18,460,000 after acquiring an additional 5,803 shares during the last quarter. Finally, Assetmark Inc. boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 0.4% during the 3rd quarter. Assetmark Inc. now owns 304,229 shares of the company’s stock valued at $18,023,000 after acquiring an additional 1,150 shares during the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

NYSEARCA AOR opened at $58.97 on Thursday. The company has a market capitalization of $2.26 billion, a P/E ratio of 21.34 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a one year low of $53.25 and a one year high of $59.77. The stock has a 50 day moving average price of $58.17 and a 200-day moving average price of $58.34.

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.