Kingswood Wealth Advisors LLC Acquires 12,271 Shares of iShares Core 60/40 Balanced Allocation ETF $AOR

Kingswood Wealth Advisors LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 117.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,731 shares of the company’s stock after buying an additional 12,271 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $1,463,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in AOR. ST Germain D J Co. Inc. bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 2nd quarter valued at $58,000. Farther Finance Advisors LLC boosted 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 purchasing an additional 448 shares during the period. CoreCap Advisors LLC increased its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 18.9% in the third quarter. CoreCap Advisors LLC now owns 6,457 shares of the company’s stock valued at $416,000 after purchasing an additional 1,027 shares during the last quarter. Harbor Investment Advisory LLC raised its position 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 valued at $434,000 after purchasing an additional 257 shares during the period. Finally, Westside Investment Management Inc. bought a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at about $444,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

NYSEARCA AOR opened at $66.01 on Friday. The stock has a market cap of $3.17 billion, a PE ratio of 19.83 and a beta of 0.65. The firm has a 50-day moving average of $65.11 and a 200-day moving average of $63.71. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $52.97 and a 52-week high of $66.08.

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.