SimpliFi Inc. lessened its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 3.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,278 shares of the company’s stock after selling 768 shares during the quarter. iShares Core Growth Allocation ETF comprises 0.5% of SimpliFi Inc.’s portfolio, making the stock its 20th largest holding. SimpliFi Inc.’s holdings in iShares Core Growth Allocation ETF were worth $1,105,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Concurrent Investment Advisors LLC lifted its stake in iShares Core Growth Allocation ETF by 2.2% in the third quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock valued at $515,000 after buying an additional 188 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in shares of iShares Core Growth Allocation ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock valued at $108,000 after acquiring an additional 189 shares in the last quarter. Prospera Financial Services Inc lifted its position in iShares Core Growth Allocation ETF by 2.0% during the third quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock worth $593,000 after buying an additional 196 shares during the period. New Capital Management LP increased its stake in iShares Core Growth Allocation ETF by 2.4% during the third quarter. New Capital Management LP now owns 9,146 shares of the company’s stock worth $542,000 after acquiring an additional 210 shares during the last quarter. Finally, Tempus Wealth Planning LLC grew its stake in shares of iShares Core Growth Allocation ETF by 1.7% in the third quarter. Tempus Wealth Planning LLC now owns 12,769 shares of the company’s stock valued at $756,000 after buying an additional 213 shares in the last quarter.
iShares Core Growth Allocation ETF Stock Down 0.4 %
NYSEARCA:AOR opened at $58.50 on Friday. iShares Core Growth Allocation ETF has a 52 week low of $53.00 and a 52 week high of $59.77. The company has a market cap of $2.12 billion, a PE ratio of 17.06 and a beta of 0.62. The business’s 50 day moving average is $58.25 and its two-hundred day moving average is $58.00.
iShares Core Growth 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.
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Want to see what other hedge funds are holding AOR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report).
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