Ellenbecker Investment Group Raises Stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Ellenbecker Investment Group raised its position in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 7.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 64,958 shares of the company’s stock after purchasing an additional 4,385 shares during the quarter. iShares Core Growth Allocation ETF accounts for about 0.8% of Ellenbecker Investment Group’s investment portfolio, making the stock its 16th largest position. Ellenbecker Investment Group owned approximately 0.17% of iShares Core Growth Allocation ETF worth $3,455,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Arvest Investments Inc. purchased a new position in shares of iShares Core Growth Allocation ETF in the fourth quarter worth $47,000. Silver Oak Securities Incorporated bought a new position in iShares Core Growth Allocation ETF during the third quarter valued at $62,000. Geneos Wealth Management Inc. increased its position in iShares Core Growth Allocation ETF by 15.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 1,563 shares of the company’s stock valued at $83,000 after acquiring an additional 204 shares during the last quarter. Life Planning Partners Inc bought a new position in shares of iShares Core Growth Allocation ETF in the fourth quarter worth about $106,000. Finally, CWM LLC grew its holdings in shares of iShares Core Growth Allocation ETF by 328.6% in the fourth quarter. CWM LLC now owns 3,450 shares of the company’s stock worth $184,000 after purchasing an additional 2,645 shares during the last quarter.

iShares Core Growth Allocation ETF Trading Up 0.8 %

Shares of NYSEARCA AOR traded up $0.44 during mid-day trading on Tuesday, reaching $54.09. The company had a trading volume of 110,153 shares, compared to its average volume of 260,572. The business’s 50-day moving average is $54.62 and its 200-day moving average is $52.58. The stock has a market cap of $1.99 billion, a price-to-earnings ratio of 17.21 and a beta of 0.62. iShares Core Growth Allocation ETF has a 52 week low of $47.56 and a 52 week high of $55.74.

iShares Core Growth 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.