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

Kingswood Wealth Advisors LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 45,454 shares of the company’s stock, valued at approximately $3,114,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Congress Asset Management Co. bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter worth $2,848,000. Worth Asset Management LLC grew its position in iShares Core 60/40 Balanced Allocation ETF by 7.6% in the second quarter. Worth Asset Management LLC now owns 742,669 shares of the company’s stock worth $51,615,000 after acquiring an additional 52,693 shares in the last quarter. NBT Bank N A NY grew its position in iShares Core 60/40 Balanced Allocation ETF by 157,167.7% in the first quarter. NBT Bank N A NY now owns 102,224 shares of the company’s stock worth $6,578,000 after acquiring an additional 102,159 shares in the last quarter. CoreCap Advisors LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the third quarter worth $486,000. Finally, Farther Finance Advisors LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the third quarter worth $1,334,000.

iShares Core 60/40 Balanced Allocation ETF Stock Up 0.3%

AOR opened at $68.35 on Tuesday. The stock has a market cap of $3.88 billion, a PE ratio of 19.83 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $62.96 and a 52 week high of $70.49. The business’s fifty day simple moving average is $69.19 and its 200 day simple moving average is $67.88.

iShares Core 60/40 Balanced Allocation ETF Company 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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.