Wealthspire Advisors LLC Purchases New Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Wealthspire Advisors LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 4,590 shares of the company’s stock, valued at approximately $263,000.

Several other large investors have also recently bought and sold shares of the company. Concurrent Investment Advisors LLC raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 2.2% during the third quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock worth $515,000 after acquiring an additional 188 shares during the last quarter. Geneos Wealth Management Inc. increased its position in iShares Core 60/40 Balanced Allocation ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock worth $108,000 after purchasing an additional 189 shares during the period. Prospera Financial Services Inc raised its holdings in iShares Core 60/40 Balanced Allocation ETF by 2.0% during the 3rd quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock worth $593,000 after purchasing an additional 196 shares during the last quarter. Corrigan Financial Inc. lifted its position in iShares Core 60/40 Balanced Allocation ETF by 1.9% during the 4th quarter. Corrigan Financial Inc. now owns 11,387 shares of the company’s stock valued at $653,000 after purchasing an additional 217 shares during the period. Finally, RTD Financial Advisors Inc. boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 0.8% in the 3rd quarter. RTD Financial Advisors Inc. now owns 27,508 shares of the company’s stock valued at $1,630,000 after purchasing an additional 218 shares during the last quarter.

iShares Core 60/40 Balanced Allocation ETF Price Performance

AOR opened at $58.41 on Friday. The firm has a 50 day simple moving average of $58.18 and a 200 day simple moving average of $58.34. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $53.25 and a fifty-two week high of $59.77. The company has a market cap of $2.24 billion, a price-to-earnings ratio of 21.34 and a beta of 0.64.

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.