Steward Partners Investment Advisory LLC Increases Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Steward Partners Investment Advisory LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 22.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,064 shares of the company’s stock after purchasing an additional 931 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $290,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 102.1% during the third quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock worth $40,701,000 after acquiring an additional 33,649,765 shares during the period. Richard Bernstein Advisors LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 573.6% during the fourth quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock worth $37,527,000 after acquiring an additional 557,502 shares during the period. Centerline Wealth Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the fourth quarter worth about $14,673,000. Janney Montgomery Scott LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 943.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock worth $15,634,000 after acquiring an additional 246,613 shares during the period. Finally, WestEnd Advisors LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 463.8% during the fourth quarter. WestEnd Advisors LLC now owns 246,288 shares of the company’s stock worth $14,117,000 after acquiring an additional 202,603 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Stock Up 1.2 %

iShares Core 60/40 Balanced Allocation ETF stock opened at $57.76 on Friday. The firm has a market cap of $2.22 billion, a price-to-earnings ratio of 20.26 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $53.25 and a 52 week high of $59.77. The business’s 50-day moving average price is $58.28 and its 200 day moving average price is $58.38.

About iShares Core 60/40 Balanced Allocation ETF

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.