Integrity Financial Corp WA lessened its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,339 shares of the company’s stock after selling 374 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF makes up approximately 0.8% of Integrity Financial Corp WA’s portfolio, making the stock its 25th biggest position. Integrity Financial Corp WA’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $1,452,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently made changes to their positions in AOR. Jane Street Group LLC raised its position in iShares Core 60/40 Balanced Allocation ETF by 34.0% during the 3rd quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock valued at $356,000 after purchasing an additional 1,525 shares during the last quarter. Beacon Financial Advisory LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 2.8% during the fourth quarter. Beacon Financial Advisory LLC now owns 9,511 shares of the company’s stock valued at $545,000 after acquiring an additional 256 shares in the last quarter. Merit Financial Group LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter worth $468,000. Steward Partners Investment Advisory LLC boosted its holdings in iShares Core 60/40 Balanced Allocation ETF by 22.5% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,064 shares of the company’s stock valued at $290,000 after acquiring an additional 931 shares in the last quarter. Finally, Victory Capital Management Inc. purchased a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at $936,000.
iShares Core 60/40 Balanced Allocation ETF Trading Down 1.6 %
NYSEARCA:AOR opened at $55.01 on Friday. The company has a 50-day moving average price of $57.81 and a 200-day moving average price of $58.19. The stock has a market cap of $2.15 billion, a price-to-earnings ratio of 20.40 and a beta of 0.63. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $52.97 and a 12 month high of $59.77.
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.
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