Worth Asset Management LLC Acquires 256,702 Shares of iShares Core 60/40 Balanced Allocation ETF $AOR

Worth Asset Management LLC raised its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 67.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 637,764 shares of the company’s stock after buying an additional 256,702 shares during the period. iShares Core 60/40 Balanced Allocation ETF makes up approximately 18.5% of Worth Asset Management LLC’s holdings, making the stock its largest holding. Worth Asset Management LLC owned about 1.45% of iShares Core 60/40 Balanced Allocation ETF worth $41,059,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. ST Germain D J Co. Inc. acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 2nd quarter worth approximately $58,000. Farther Finance Advisors LLC increased its position in iShares Core 60/40 Balanced Allocation ETF by 7.7% during the third quarter. Farther Finance Advisors LLC now owns 6,280 shares of the company’s stock worth $404,000 after buying an additional 448 shares in the last quarter. Harbor Investment Advisory LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 3.8% in the second quarter. Harbor Investment Advisory LLC now owns 7,055 shares of the company’s stock worth $434,000 after acquiring an additional 257 shares during the last quarter. Westside Investment Management Inc. purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at $444,000. Finally, Golden State Wealth Management LLC purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at $497,000.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.0%

Shares of AOR stock opened at $65.44 on Friday. The company has a market capitalization of $2.93 billion, a price-to-earnings ratio of 19.83 and a beta of 0.65. The firm has a 50-day moving average price of $65.03 and a 200 day moving average price of $63.37. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $52.97 and a twelve month high of $65.78.

iShares Core 60/40 Balanced Allocation ETF Company 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.