Boston Research & Management Inc. Sells 188 Shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Boston Research & Management Inc. decreased its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 2.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,449 shares of the company’s stock after selling 188 shares during the quarter. Boston Research & Management Inc.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $484,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of AOR. Cerity Partners LLC raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 20.6% in the 3rd quarter. Cerity Partners LLC now owns 12,062 shares of the company’s stock valued at $715,000 after acquiring an additional 2,059 shares during the period. Captrust Financial Advisors increased its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 2.3% in the third quarter. Captrust Financial Advisors now owns 24,873 shares of the company’s stock valued at $1,473,000 after purchasing an additional 556 shares during the last quarter. L.M. Kohn & Company bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the third quarter valued at about $204,000. Stifel Financial Corp lifted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 25.0% during the 3rd quarter. Stifel Financial Corp now owns 58,854 shares of the company’s stock valued at $3,487,000 after acquiring an additional 11,764 shares during the period. Finally, Kovitz Investment Group Partners LLC increased its stake in iShares Core 60/40 Balanced Allocation ETF by 1.9% in the third quarter. Kovitz Investment Group Partners LLC now owns 311,620 shares of the company’s stock valued at $18,460,000 after acquiring an additional 5,803 shares during the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

NYSEARCA AOR opened at $57.46 on Monday. The stock has a market cap of $2.25 billion, a PE ratio of 20.40 and a beta of 0.63. The firm’s fifty day moving average price is $58.43 and its two-hundred day moving average price is $58.41. 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.

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.