Syverson Strege & Co raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 11.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,626 shares of the company’s stock after buying an additional 482 shares during the period. Syverson Strege & Co’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $265,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. Harbour Investments Inc. increased its stake in iShares Core 60/40 Balanced Allocation ETF by 0.6% in the 4th quarter. Harbour Investments Inc. now owns 32,344 shares of the company’s stock worth $1,854,000 after purchasing an additional 183 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock worth $108,000 after buying an additional 189 shares during the period. Corrigan Financial Inc. increased its position in shares of iShares Core 60/40 Balanced Allocation ETF by 1.9% in the fourth quarter. Corrigan Financial Inc. now owns 11,387 shares of the company’s stock worth $653,000 after acquiring an additional 217 shares in the last quarter. Fiduciary Financial Group LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 3.3% during the fourth quarter. Fiduciary Financial Group LLC now owns 7,798 shares of the company’s stock valued at $442,000 after acquiring an additional 251 shares during the period. Finally, Beacon Financial Advisory LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 2.8% during the fourth quarter. Beacon Financial Advisory LLC now owns 9,511 shares of the company’s stock valued at $545,000 after acquiring an additional 256 shares during the period.
iShares Core 60/40 Balanced Allocation ETF Stock Performance
iShares Core 60/40 Balanced Allocation ETF stock opened at $58.31 on Tuesday. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $53.25 and a 52 week high of $59.77. The firm has a market capitalization of $2.24 billion, a price-to-earnings ratio of 20.26 and a beta of 0.65. The company has a 50 day moving average price of $58.39 and a 200 day moving average price of $58.40.
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.
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