iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 5.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,131 shares of the company’s stock after acquiring an additional 439 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $523,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in AOR. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $1,247,000. Atria Wealth Solutions Inc. grew its position in iShares Core 60/40 Balanced Allocation ETF by 9.0% during the 4th quarter. Atria Wealth Solutions Inc. now owns 14,721 shares of the company’s stock worth $844,000 after purchasing an additional 1,212 shares during the period. Truist Financial Corp grew its position in iShares Core 60/40 Balanced Allocation ETF by 18.8% during the 4th quarter. Truist Financial Corp now owns 127,177 shares of the company’s stock worth $7,290,000 after purchasing an additional 20,084 shares during the period. Bogart Wealth LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $263,000. Finally, Manchester Financial Inc. acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth about $236,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of AOR opened at $58.79 on Tuesday. The business’s 50-day moving average is $58.16 and its two-hundred day moving average is $58.30. The company has a market capitalization of $2.26 billion, a P/E ratio of 21.34 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $53.25 and a fifty-two week high of $59.77.

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.