iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Acquired by Waterloo Capital L.P.

Waterloo Capital L.P. increased its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 44.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 15,946 shares of the company’s stock after purchasing an additional 4,881 shares during the quarter. Waterloo Capital L.P.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $914,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the business. Captrust Financial Advisors lifted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.3% during the third quarter. Captrust Financial Advisors now owns 24,873 shares of the company’s stock worth $1,473,000 after purchasing an additional 556 shares in the last quarter. Stifel Financial Corp lifted its position in 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 worth $3,487,000 after acquiring an additional 11,764 shares in the last quarter. Jane Street Group LLC boosted its holdings in iShares Core 60/40 Balanced Allocation ETF by 34.0% in the 3rd quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock worth $356,000 after acquiring an additional 1,525 shares during the period. Executive Wealth Management LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the third quarter valued at approximately $626,000. Finally, Hobbs Group Advisors LLC purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the third quarter valued at approximately $32,000.

iShares Core 60/40 Balanced Allocation ETF Trading Down 3.3 %

Shares of AOR stock opened at $54.43 on Monday. The firm has a fifty day simple moving average of $58.28 and a 200-day simple moving average of $58.36. The company has a market capitalization of $2.13 billion, a PE ratio of 20.40 and a beta of 0.63. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $53.25 and a twelve month high of $59.77.

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.