Corient Private Wealth LLC trimmed its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 96,326 shares of the company’s stock after selling 1,782 shares during the quarter. Corient Private Wealth LLC owned about 0.27% of iShares Core 60/40 Balanced Allocation ETF worth $5,521,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in AOR. Midwest Capital Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $29,000. Hobbs Group Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter valued at approximately $32,000. Synergy Asset Management LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $37,000. Comprehensive Financial Planning Inc. PA acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $39,000. Finally, Sound Income Strategies LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $49,000.
iShares Core 60/40 Balanced Allocation ETF Price Performance
AOR opened at $58.04 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $53.25 and a 12 month high of $59.77. The stock has a market cap of $2.23 billion, a P/E ratio of 20.26 and a beta of 0.65. The stock’s 50 day moving average price is $58.35 and its 200 day moving average price is $58.38.
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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