Integrated Wealth Concepts LLC lifted its holdings in iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA – Free 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
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.
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