Kingswood Wealth Advisors LLC Raises Stock Position in iShares Core 60/40 Balanced Allocation ETF $AOR

Kingswood Wealth Advisors LLC increased its position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 66.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 37,840 shares of the company’s stock after purchasing an additional 15,109 shares during the period. Kingswood Wealth Advisors LLC owned approximately 0.08% of iShares Core 60/40 Balanced Allocation ETF worth $2,460,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in AOR. GGM Financials LLC purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter worth about $26,000. Private Trust Co. NA purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $27,000. Ransom Advisory Ltd purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $65,000. Flagship Harbor Advisors LLC purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $73,000. Finally, Ferguson Wellman Capital Management Inc. purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $223,000.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.6%

AOR stock opened at $67.45 on Thursday. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $56.28 and a 12 month high of $67.95. The company has a 50-day moving average price of $65.84 and a 200 day moving average price of $65.51. The stock has a market cap of $3.47 billion, a PE 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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.