Essential Planning LLC. Acquires New Shares in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Essential Planning LLC. acquired a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 62,064 shares of the company’s stock, valued at approximately $3,635,000.

Other large investors have also bought and sold shares of the company. Midwest Capital Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at about $29,000. Hobbs Group Advisors LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the third quarter valued at about $32,000. Synergy Asset Management LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter valued at about $37,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter valued at about $39,000. Finally, Sound Income Strategies LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter valued at about $49,000.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.3 %

Shares of AOR stock opened at $57.50 on Thursday. The business’s 50-day moving average price is $58.27 and its 200-day moving average price is $58.39. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $53.25 and a 12 month high of $59.77. The firm has a market capitalization of $2.21 billion, a price-to-earnings ratio of 21.34 and a beta of 0.64.

iShares Core 60/40 Balanced 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.