SOA Wealth Advisors LLC. boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1,205.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,996 shares of the company’s stock after purchasing an additional 8,307 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $579,000 at the end of the most recent reporting period.
A number of other hedge funds also recently made changes to their positions in the stock. Worth Asset Management LLC grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.9% during the 1st quarter. Worth Asset Management LLC now owns 689,976 shares of the company’s stock valued at $44,400,000 after buying an additional 19,273 shares during the period. Janney Montgomery Scott LLC raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 292.7% in the 4th quarter. Janney Montgomery Scott LLC now owns 108,561 shares of the company’s stock worth $7,058,000 after buying an additional 80,917 shares during the period. NBT Bank N A NY raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 157,167.7% in the 1st quarter. NBT Bank N A NY now owns 102,224 shares of the company’s stock worth $6,578,000 after buying an additional 102,159 shares during the period. Bank of New York Mellon Corp raised its position in shares of iShares Core 60/40 Balanced Allocation ETF by 4.4% in the 1st quarter. Bank of New York Mellon Corp now owns 52,150 shares of the company’s stock worth $3,356,000 after buying an additional 2,192 shares during the period. Finally, WestEnd Advisors LLC boosted its holdings in iShares Core 60/40 Balanced Allocation ETF by 184.4% in the fourth quarter. WestEnd Advisors LLC now owns 49,946 shares of the company’s stock valued at $3,247,000 after acquiring an additional 32,386 shares during the last quarter.
iShares Core 60/40 Balanced Allocation ETF Trading Up 1.3%
Shares of iShares Core 60/40 Balanced Allocation ETF stock opened at $68.49 on Friday. The business’s fifty day moving average price is $68.94 and its 200 day moving average price is $67.32. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $60.96 and a twelve month high of $69.97. The stock has a market capitalization of $3.66 billion, a P/E ratio of 19.83 and a beta of 0.64.
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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.
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