Focus Partners Advisor Solutions LLC Reduces Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Focus Partners Advisor Solutions LLC reduced its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 10.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 42,892 shares of the company’s stock after selling 5,241 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $2,459,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Harbour Investments Inc. lifted its position in 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 acquiring an additional 183 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 11.2% during the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock worth $108,000 after purchasing an additional 189 shares during the period. Aquire Wealth Advisors LLC boosted its position in iShares Core 60/40 Balanced Allocation ETF by 5.6% in the fourth quarter. Aquire Wealth Advisors LLC now owns 4,671 shares of the company’s stock valued at $268,000 after buying an additional 248 shares during the last quarter. Beacon Financial Advisory LLC boosted its position 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 buying an additional 256 shares during the last quarter. Finally, New England Private Wealth Advisors LLC increased its holdings in iShares Core 60/40 Balanced Allocation ETF by 2.6% in the 4th quarter. New England Private Wealth Advisors LLC now owns 11,699 shares of the company’s stock worth $671,000 after buying an additional 295 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Trading Down 1.0%

AOR opened at $58.96 on Thursday. iShares Core 60/40 Balanced Allocation ETF has a 12-month low of $52.97 and a 12-month high of $59.77. The firm has a 50 day moving average of $57.22 and a two-hundred day moving average of $57.98. The firm has a market capitalization of $2.37 billion, a PE ratio of 19.83 and a beta of 0.64.

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.