Midwest Capital Advisors LLC Takes $29,000 Position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Midwest Capital Advisors LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 500 shares of the company’s stock, valued at approximately $29,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Jane Street Group LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 34.0% in the 3rd quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock valued at $356,000 after acquiring an additional 1,525 shares during the last quarter. Beacon Financial Advisory LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.8% in the 4th 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 last quarter. Assetmark Inc. increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 0.4% in the 3rd quarter. Assetmark Inc. now owns 304,229 shares of the company’s stock valued at $18,023,000 after acquiring an additional 1,150 shares during the last quarter. Merit Financial Group LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $468,000. Finally, Harbour Investments Inc. increased its stake in iShares Core 60/40 Balanced Allocation ETF by 7.5% during the 3rd quarter. Harbour Investments Inc. now owns 32,161 shares of the company’s stock worth $1,905,000 after purchasing an additional 2,233 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

NYSEARCA AOR opened at $58.93 on Monday. The business has a 50 day simple moving average of $58.16 and a 200 day simple moving average of $58.27. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $53.25 and a 52-week high of $59.77. The stock has a market cap of $2.13 billion, a price-to-earnings ratio of 17.06 and a beta of 0.62.

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.