23,312 Shares in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Bought by IMG Wealth Management Inc.

IMG Wealth Management Inc. acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 23,312 shares of the company’s stock, valued at approximately $1,336,000. iShares Core 60/40 Balanced Allocation ETF accounts for about 1.2% of IMG Wealth Management Inc.’s holdings, making the stock its 19th largest holding. IMG Wealth Management Inc. owned 0.06% of iShares Core 60/40 Balanced Allocation ETF at the end of the most recent reporting period.

Several other large investors have also modified their holdings of AOR. Raymond James Financial Inc. bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $61,492,000. JPMorgan Chase & Co. boosted its holdings in iShares Core 60/40 Balanced Allocation ETF by 102.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock valued at $40,701,000 after purchasing an additional 33,649,765 shares during the period. Richard Bernstein Advisors LLC raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 573.6% in the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock valued at $37,527,000 after buying an additional 557,502 shares in the last quarter. Mesirow Financial Investment Management Inc. raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 1.7% in the 4th quarter. Mesirow Financial Investment Management Inc. now owns 611,306 shares of the company’s stock valued at $35,040,000 after buying an additional 10,127 shares in the last quarter. Finally, Lebenthal Global Advisors LLC raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 1.8% in the 4th quarter. Lebenthal Global Advisors LLC now owns 336,377 shares of the company’s stock valued at $19,281,000 after buying an additional 5,876 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of AOR stock opened at $57.76 on Monday. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $53.25 and a 52-week high of $59.77. The stock has a market cap of $2.22 billion, a price-to-earnings ratio of 20.26 and a beta of 0.65. The firm has a fifty day moving average of $58.28 and a 200-day moving average of $58.39.

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.