iShares Core 60/40 Balanced Allocation ETF $AOR Shares Purchased by NBT Bank N A NY

NBT Bank N A NY boosted its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 157,167.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 102,224 shares of the company’s stock after buying an additional 102,159 shares during the period. NBT Bank N A NY’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $6,578,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the company. Venturi Wealth Management LLC raised its position in iShares Core 60/40 Balanced Allocation ETF by 12.7% during the 1st quarter. Venturi Wealth Management LLC now owns 8,519 shares of the company’s stock worth $548,000 after buying an additional 957 shares during the last quarter. Worth Asset Management LLC boosted its holdings 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 valued at $44,400,000 after acquiring an additional 19,273 shares in the last quarter. Strategic Investment Solutions Inc. IL purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at about $33,000. Advisory Services Network LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 32.6% during the fourth quarter. Advisory Services Network LLC now owns 5,176 shares of the company’s stock worth $336,000 after acquiring an additional 1,272 shares during the period. Finally, Captrust Financial Advisors increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 17.3% during the fourth quarter. Captrust Financial Advisors now owns 32,337 shares of the company’s stock worth $2,102,000 after acquiring an additional 4,777 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Price Performance

NYSEARCA AOR opened at $69.27 on Friday. The stock has a market capitalization of $3.67 billion, a P/E ratio of 19.83 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $60.77 and a 52-week high of $69.97. The firm has a 50-day moving average price of $68.79 and a 200 day moving average price of $66.90.

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.