Piedmont Capital Management LLC lowered its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 0.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 23,216 shares of the company’s stock after selling 217 shares during the period. iShares Core 60/40 Balanced Allocation ETF accounts for about 0.8% of Piedmont Capital Management LLC’s holdings, making the stock its 17th largest holding. Piedmont Capital Management LLC owned 0.06% of iShares Core 60/40 Balanced Allocation ETF worth $1,329,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in AOR. Harbour Investments Inc. lifted its holdings in iShares Core 60/40 Balanced Allocation ETF by 0.6% during the fourth quarter. Harbour Investments Inc. now owns 32,344 shares of the company’s stock valued at $1,854,000 after purchasing an additional 183 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 11.2% during the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock valued at $108,000 after buying an additional 189 shares during the last quarter. Corrigan Financial Inc. boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 1.9% during the fourth quarter. Corrigan Financial Inc. now owns 11,387 shares of the company’s stock worth $653,000 after acquiring an additional 217 shares during the last quarter. Aquire Wealth Advisors LLC grew its stake in iShares Core 60/40 Balanced Allocation ETF by 5.6% during the fourth quarter. Aquire Wealth Advisors LLC now owns 4,671 shares of the company’s stock valued at $268,000 after acquiring an additional 248 shares in the last quarter. Finally, Fiduciary Financial Group LLC increased its holdings in iShares Core 60/40 Balanced Allocation ETF by 3.3% in the 4th quarter. Fiduciary Financial Group LLC now owns 7,798 shares of the company’s stock valued at $442,000 after acquiring an additional 251 shares during the last quarter.
iShares Core 60/40 Balanced Allocation ETF Stock Up 0.4 %
Shares of AOR stock opened at $57.28 on Friday. The stock has a market cap of $2.31 billion, a P/E ratio of 19.26 and a beta of 0.63. The company’s fifty day simple moving average is $57.18 and its two-hundred day simple moving average is $57.97. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $52.97 and a 52 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.
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