Kingswood Wealth Advisors LLC Buys 12,271 Shares of iShares Core 60/40 Balanced Allocation ETF $AOR

Kingswood Wealth Advisors LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 117.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,731 shares of the company’s stock after acquiring an additional 12,271 shares during the period. Kingswood Wealth Advisors LLC owned about 0.05% of iShares Core 60/40 Balanced Allocation ETF worth $1,463,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Worth Asset Management LLC acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the 2nd quarter worth approximately $23,462,000. Integrated Investment Consultants LLC grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 23.6% in the second quarter. Integrated Investment Consultants LLC now owns 367,598 shares of the company’s stock valued at $22,633,000 after buying an additional 70,304 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in iShares Core 60/40 Balanced Allocation ETF by 5.8% during the second quarter. JPMorgan Chase & Co. now owns 717,742 shares of the company’s stock worth $44,191,000 after buying an additional 39,188 shares during the last quarter. Weitzel Financial Services Inc. acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the second quarter worth $1,123,000. Finally, Golden State Wealth Management LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the second quarter worth $497,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

Shares of AOR stock opened at $66.01 on Friday. The company has a fifty day moving average price of $65.11 and a two-hundred day moving average price of $63.71. iShares Core 60/40 Balanced Allocation ETF has a one year low of $52.97 and a one year high of $66.08. The stock has a market cap of $3.17 billion, a P/E ratio of 19.83 and a beta of 0.65.

iShares Core 60/40 Balanced Allocation ETF 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.