Integrated Wealth Concepts LLC Boosts Stake in iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Integrated Wealth Concepts LLC lifted its holdings in iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOAFree Report) by 84.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,951 shares of the company’s stock after purchasing an additional 4,567 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core 80/20 Aggressive Allocation ETF were worth $762,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of AOA. United Capital Financial Advisors LLC increased its position in shares of iShares Core 80/20 Aggressive Allocation ETF by 8.9% in the fourth quarter. United Capital Financial Advisors LLC now owns 12,957 shares of the company’s stock valued at $993,000 after buying an additional 1,059 shares in the last quarter. Motley Fool Wealth Management LLC purchased a new stake in iShares Core 80/20 Aggressive Allocation ETF in the 4th quarter worth $1,212,000. Farther Finance Advisors LLC increased its holdings in iShares Core 80/20 Aggressive Allocation ETF by 702.2% in the 4th quarter. Farther Finance Advisors LLC now owns 5,944 shares of the company’s stock worth $455,000 after acquiring an additional 5,203 shares in the last quarter. Jones Financial Companies Lllp raised its position in iShares Core 80/20 Aggressive Allocation ETF by 17.8% during the fourth quarter. Jones Financial Companies Lllp now owns 1,030 shares of the company’s stock worth $79,000 after acquiring an additional 156 shares during the period. Finally, BlueStem Wealth Partners LLC purchased a new position in iShares Core 80/20 Aggressive Allocation ETF during the fourth quarter valued at $1,066,000.

iShares Core 80/20 Aggressive Allocation ETF Stock Up 0.3 %

AOA stock opened at $76.91 on Friday. The stock has a market capitalization of $2.18 billion, a P/E ratio of 18.93 and a beta of 0.77. iShares Core 80/20 Aggressive Allocation ETF has a 52 week low of $68.45 and a 52 week high of $80.20. The firm has a 50-day simple moving average of $75.76 and a 200-day simple moving average of $77.40.

About iShares Core 80/20 Aggressive Allocation ETF

(Free Report)

iShares Aggressive Allocation ETF (the Fund), formerly iShares S&P Aggressive Allocation Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Aggressive Index (the Aggressive Allocation Index). The Aggressive Allocation Index seeks to measure the performance of an asset allocation strategy targeted to an aggressive risk profile.

Read More

Institutional Ownership by Quarter for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Receive News & Ratings for iShares Core 80/20 Aggressive Allocation ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core 80/20 Aggressive Allocation ETF and related companies with MarketBeat.com's FREE daily email newsletter.