TRUE Private Wealth Advisors Buys 1,767 Shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

TRUE Private Wealth Advisors increased its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 114,451 shares of the company’s stock after buying an additional 1,767 shares during the period. iShares Core 60/40 Balanced Allocation ETF accounts for 0.8% of TRUE Private Wealth Advisors’ holdings, making the stock its 22nd largest position. TRUE Private Wealth Advisors’ holdings in iShares Core 60/40 Balanced Allocation ETF were worth $6,560,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. JPMorgan Chase & Co. grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 102.1% in the third quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock worth $40,701,000 after purchasing an additional 33,649,765 shares during the last quarter. Wells Fargo & Company MN increased its position in iShares Core 60/40 Balanced Allocation ETF by 424.8% in the 4th quarter. Wells Fargo & Company MN now owns 1,999,890 shares of the company’s stock valued at $114,634,000 after buying an additional 1,618,838 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth $61,492,000. Richard Bernstein Advisors LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 573.6% in the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock worth $37,527,000 after acquiring an additional 557,502 shares during the last quarter. Finally, Centerline Wealth Advisors LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $14,673,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

Shares of NYSEARCA:AOR opened at $53.36 on Wednesday. The company has a market capitalization of $2.09 billion, a PE ratio of 20.40 and a beta of 0.63. iShares Core 60/40 Balanced Allocation ETF has a 1 year low of $52.98 and a 1 year high of $59.77. The business has a fifty day moving average price of $57.98 and a two-hundred day moving average price of $58.25.

About iShares Core 60/40 Balanced Allocation ETF

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.