Northwest Wealth Management LLC Has $2.46 Million Position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Northwest Wealth Management LLC boosted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 5.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,893 shares of the company’s stock after buying an additional 2,332 shares during the period. Northwest Wealth Management LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $2,459,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of AOR. JPMorgan Chase & Co. boosted its stake 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 buying an additional 33,649,765 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $61,492,000. Richard Bernstein Advisors LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 573.6% in the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock valued at $37,527,000 after purchasing an additional 557,502 shares in the last quarter. Centerline Wealth Advisors LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $14,673,000. Finally, Janney Montgomery Scott LLC boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 943.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock valued at $15,634,000 after purchasing an additional 246,613 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of NYSEARCA:AOR opened at $57.09 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $53.25 and a 52 week high of $59.77. The company’s fifty day moving average is $58.27 and its 200-day moving average is $58.39. The company has a market capitalization of $2.19 billion, a PE ratio of 21.34 and a beta of 0.64.

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.