Jones Financial Companies Lllp Has $100,000 Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Jones Financial Companies Lllp lifted its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 50.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,748 shares of the company’s stock after acquiring an additional 588 shares during the period. Jones Financial Companies Lllp’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $100,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AOR. Geneos Wealth Management Inc. raised its holdings in iShares Core 60/40 Balanced Allocation ETF by 11.2% in the 4th quarter. Geneos Wealth Management Inc. now owns 1,882 shares of the company’s stock valued at $108,000 after acquiring an additional 189 shares in the last quarter. Prospera Financial Services Inc raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.0% in the 3rd quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock valued at $593,000 after buying an additional 196 shares in the last quarter. Corrigan Financial Inc. lifted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 1.9% during the 4th quarter. Corrigan Financial Inc. now owns 11,387 shares of the company’s stock worth $653,000 after acquiring an additional 217 shares during the period. Fiduciary Financial Group LLC boosted its position in shares of iShares Core 60/40 Balanced Allocation ETF by 3.3% during the 4th quarter. Fiduciary Financial Group LLC now owns 7,798 shares of the company’s stock valued at $442,000 after acquiring an additional 251 shares in the last quarter. Finally, Beacon Financial Advisory LLC increased its stake in iShares Core 60/40 Balanced Allocation ETF by 2.8% in the fourth 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 period.

iShares Core 60/40 Balanced Allocation ETF Stock Up 1.2 %

NYSEARCA:AOR opened at $57.76 on Monday. The firm has a 50-day moving average price of $58.28 and a 200 day moving average price of $58.39. The firm has a market capitalization of $2.22 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.

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.