Wealth Forward LLC Purchases 1,941 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Wealth Forward LLC lifted its holdings in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 105,729 shares of the company’s stock after buying an additional 1,941 shares during the period. iShares Core Growth Allocation ETF makes up about 4.3% of Wealth Forward LLC’s investment portfolio, making the stock its 8th largest holding. Wealth Forward LLC’s holdings in iShares Core Growth Allocation ETF were worth $6,060,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AOR. JPMorgan Chase & Co. grew its stake in shares of iShares Core Growth Allocation ETF by 102.1% in the third quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock worth $40,701,000 after purchasing an additional 33,649,765 shares in the last quarter. Lebenthal Global Advisors LLC lifted its holdings in iShares Core Growth Allocation ETF by 1.8% in the fourth quarter. Lebenthal Global Advisors LLC now owns 336,377 shares of the company’s stock worth $19,281,000 after purchasing an additional 5,876 shares during the period. Kovitz Investment Group Partners LLC grew its position in iShares Core Growth Allocation ETF by 1.9% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 311,620 shares of the company’s stock valued at $18,460,000 after buying an additional 5,803 shares in the last quarter. Assetmark Inc. raised its position in shares of iShares Core Growth Allocation ETF by 0.4% during the 3rd quarter. Assetmark Inc. now owns 304,229 shares of the company’s stock worth $18,023,000 after buying an additional 1,150 shares in the last quarter. Finally, Consilium Wealth Advisory LLC raised its position in shares of iShares Core Growth Allocation ETF by 2.0% during the 3rd quarter. Consilium Wealth Advisory LLC now owns 294,186 shares of the company’s stock worth $17,428,000 after buying an additional 5,786 shares in the last quarter.

iShares Core Growth Allocation ETF Price Performance

NYSEARCA AOR opened at $58.31 on Tuesday. iShares Core Growth Allocation ETF has a 12 month low of $53.00 and a 12 month high of $59.77. The firm has a market capitalization of $2.11 billion, a PE ratio of 17.06 and a beta of 0.62. The company’s 50 day simple moving average is $58.23 and its 200 day simple moving average is $57.98.

iShares Core Growth 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.