Integrated Wealth Concepts LLC Buys 3,216 Shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Integrated Wealth Concepts LLC raised its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 19.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,835 shares of the company’s stock after buying an additional 3,216 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $1,137,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Midwest Capital Advisors LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $29,000. Synergy Asset Management LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth $37,000. Comprehensive Financial Planning Inc. PA acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter worth about $39,000. Redwood Park Advisors LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter worth approximately $46,000. Finally, Sound Income Strategies LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth $49,000.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.5 %

NYSEARCA AOR opened at $57.66 on Wednesday. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $52.97 and a 12 month high of $59.77. The stock has a 50-day simple moving average of $57.10 and a 200 day simple moving average of $57.95. The company has a market capitalization of $2.33 billion, a PE ratio of 19.26 and a beta of 0.63.

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.