Avantax Advisory Services Inc. grew its position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 87.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 77,402 shares of the company’s stock after purchasing an additional 36,140 shares during the period. Avantax Advisory Services Inc. owned 0.21% of iShares Core 60/40 Balanced Allocation ETF worth $4,437,000 at the end of the most recent quarter.
Other hedge funds also recently modified their holdings of the company. Jane Street Group LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 34.0% during the 3rd quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock worth $356,000 after purchasing an additional 1,525 shares during the last quarter. Beacon Financial Advisory LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.8% during the 4th quarter. Beacon Financial Advisory LLC now owns 9,511 shares of the company’s stock worth $545,000 after purchasing an additional 256 shares during the last quarter. Merit Financial Group LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $468,000. Cerity Partners LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 20.6% during the 3rd quarter. Cerity Partners LLC now owns 12,062 shares of the company’s stock worth $715,000 after purchasing an additional 2,059 shares during the last quarter. Finally, Avior Wealth Management LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 1.4% during the 3rd quarter. Avior Wealth Management LLC now owns 21,145 shares of the company’s stock worth $1,253,000 after purchasing an additional 296 shares during the last quarter.
iShares Core 60/40 Balanced Allocation ETF Price Performance
iShares Core 60/40 Balanced Allocation ETF stock opened at $57.76 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 12-month low of $53.25 and a 12-month high of $59.77. The stock has a market capitalization of $2.22 billion, a P/E ratio of 20.26 and a beta of 0.65. The firm’s 50-day moving average is $58.28 and its two-hundred day moving average is $58.38.
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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