Envestnet Portfolio Solutions Inc. Boosts Stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Envestnet Portfolio Solutions Inc. boosted its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 11.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,071 shares of the company’s stock after purchasing an additional 1,057 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $577,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of AOR. Jane Street Group LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 34.0% in the third quarter. Jane Street Group LLC now owns 6,004 shares of the company’s stock worth $356,000 after buying an additional 1,525 shares during the period. Beacon Financial Advisory LLC grew its position in 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. Merit Financial Group LLC purchased a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter worth $468,000. Jones Financial Companies Lllp lifted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 50.7% during the fourth quarter. Jones Financial Companies Lllp now owns 1,748 shares of the company’s stock worth $100,000 after purchasing an additional 588 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC lifted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 22.5% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,064 shares of the company’s stock worth $290,000 after purchasing an additional 931 shares during the last quarter.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.2 %

NYSEARCA AOR opened at $58.40 on Wednesday. The stock has a market cap of $2.25 billion, a PE ratio of 20.26 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $53.25 and a 12 month high of $59.77. The company’s 50-day moving average price is $58.42 and its 200-day moving average price is $58.41.

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.