Kingswood Wealth Advisors LLC Grows Position in iShares Core 60/40 Balanced Allocation ETF $AOR

Kingswood Wealth Advisors LLC increased its position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 66.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 37,840 shares of the company’s stock after purchasing an additional 15,109 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $2,460,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. GGM Financials LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter valued at about $26,000. Private Trust Co. NA purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $27,000. Ransom Advisory Ltd purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $65,000. Flagship Harbor Advisors LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $73,000. Finally, Ferguson Wellman Capital Management Inc. purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $223,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

iShares Core 60/40 Balanced Allocation ETF stock opened at $67.45 on Thursday. The stock has a market cap of $3.47 billion, a price-to-earnings ratio of 19.83 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 1 year low of $56.28 and a 1 year high of $67.95. The firm has a 50-day moving average of $65.84 and a two-hundred day moving average of $65.51.

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.