iShares Core 60/40 Balanced Allocation ETF $AOR Shares Acquired by Integrated Investment Consultants LLC

Integrated Investment Consultants LLC lifted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 23.6% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 367,598 shares of the company’s stock after acquiring an additional 70,304 shares during the period. iShares Core 60/40 Balanced Allocation ETF accounts for approximately 4.2% of Integrated Investment Consultants LLC’s investment portfolio, making the stock its 3rd biggest holding. Integrated Investment Consultants LLC owned approximately 0.88% of iShares Core 60/40 Balanced Allocation ETF worth $22,633,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Nvwm LLC lifted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 33.3% during the 2nd quarter. Nvwm LLC now owns 11,516 shares of the company’s stock worth $709,000 after buying an additional 2,878 shares during the last quarter. Westside Investment Management Inc. acquired a new position in iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at $444,000. Venturi Wealth Management LLC lifted its stake in iShares Core 60/40 Balanced Allocation ETF by 16.8% in the second quarter. Venturi Wealth Management LLC now owns 8,099 shares of the company’s stock valued at $499,000 after buying an additional 1,164 shares during the last quarter. Worth Asset Management LLC purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at about $23,462,000. Finally, SouthState Corp boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 3,337.7% during the first quarter. SouthState Corp now owns 13,407 shares of the company’s stock worth $772,000 after buying an additional 13,017 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Price Performance

NYSEARCA AOR opened at $65.22 on Wednesday. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $52.97 and a 52-week high of $65.78. The business’s 50-day moving average price is $64.76 and its 200 day moving average price is $62.88. The firm has a market cap of $2.92 billion, a P/E ratio of 19.83 and a beta of 0.65.

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.