iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 5.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,131 shares of the company’s stock after acquiring an additional 439 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $523,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of AOR. Creative Planning grew its position in shares of iShares Core 60/40 Balanced Allocation ETF by 4.8% during the 3rd quarter. Creative Planning now owns 22,555 shares of the company’s stock valued at $1,336,000 after acquiring an additional 1,034 shares during the period. International Assets Investment Management LLC grew its position in shares of iShares Core 60/40 Balanced Allocation ETF by 5,281.4% during the 3rd quarter. International Assets Investment Management LLC now owns 246,792 shares of the company’s stock valued at $14,620,000 after acquiring an additional 242,206 shares during the period. Modera Wealth Management LLC lifted its stake in iShares Core 60/40 Balanced Allocation ETF by 4.7% in the 3rd quarter. Modera Wealth Management LLC now owns 9,014 shares of the company’s stock valued at $534,000 after buying an additional 401 shares in the last quarter. Strategic Blueprint LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter valued at about $221,000. Finally, Lodestar Private Asset Management LLC lifted its stake in iShares Core 60/40 Balanced Allocation ETF by 1.1% in the 3rd quarter. Lodestar Private Asset Management LLC now owns 68,847 shares of the company’s stock valued at $4,078,000 after buying an additional 750 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Trading Down 0.2 %

Shares of iShares Core 60/40 Balanced Allocation ETF stock opened at $58.79 on Tuesday. The firm has a market capitalization of $2.26 billion, a PE ratio of 21.34 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a twelve month low of $53.25 and a twelve month high of $59.77. The firm’s 50-day moving average price is $58.16 and its 200 day moving average price is $58.30.

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.