United Capital Financial Advisors LLC Buys 925 Shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

United Capital Financial Advisors LLC lifted its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 4.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,334 shares of the company’s stock after acquiring an additional 925 shares during the period. United Capital Financial Advisors LLC owned approximately 0.06% of iShares Core 60/40 Balanced Allocation ETF worth $1,223,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in AOR. Midwest Capital Advisors LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $29,000. Synergy Asset Management LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the fourth quarter worth $37,000. Comprehensive Financial Planning Inc. PA bought a new position in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at $39,000. Redwood Park Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $46,000. Finally, Sound Income Strategies LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $49,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

Shares of NYSEARCA AOR opened at $55.70 on Friday. The business has a 50-day moving average of $57.46 and a 200-day moving average of $58.05. The stock has a market capitalization of $2.18 billion, a price-to-earnings ratio of 20.40 and a beta of 0.63. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $52.97 and a fifty-two week high of $59.77.

About iShares Core 60/40 Balanced Allocation ETF

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.