First Foundation Advisors lifted its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 74,880 shares of the company’s stock after purchasing an additional 2,779 shares during the quarter. First Foundation Advisors’ holdings in iShares Core 60/40 Balanced Allocation ETF were worth $4,292,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also made changes to their positions in the business. Harbour Investments Inc. grew its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 0.6% during the 4th quarter. Harbour Investments Inc. now owns 32,344 shares of the company’s stock worth $1,854,000 after purchasing an additional 183 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 11.2% in 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 in the last quarter. Corrigan Financial Inc. raised its holdings in 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 purchasing an additional 217 shares during the last quarter. Fiduciary Financial Group LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 3.3% in the fourth quarter. Fiduciary Financial Group LLC now owns 7,798 shares of the company’s stock worth $442,000 after acquiring an additional 251 shares during the last quarter. Finally, Beacon Financial Advisory LLC increased its stake in iShares Core 60/40 Balanced Allocation ETF by 2.8% in the fourth quarter. Beacon Financial Advisory LLC now owns 9,511 shares of the company’s stock valued at $545,000 after purchasing an additional 256 shares during the last quarter.
iShares Core 60/40 Balanced Allocation ETF Stock Down 1.3 %
Shares of NYSEARCA AOR traded down $0.75 on Thursday, hitting $55.16. The company had a trading volume of 14,806 shares, compared to its average volume of 221,380. iShares Core 60/40 Balanced Allocation ETF has a 12-month low of $52.97 and a 12-month high of $59.77. The business has a 50 day moving average of $57.88 and a two-hundred day moving average of $58.21. The firm has a market capitalization of $2.16 billion, a P/E ratio of 20.40 and a beta of 0.63.
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.
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