SimpliFi Inc. Lowers Stock Position in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

SimpliFi Inc. cut its position in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,046 shares of the company’s stock after selling 520 shares during the quarter. iShares Core Growth Allocation ETF makes up about 0.5% of SimpliFi Inc.’s holdings, making the stock its 21st biggest position. SimpliFi Inc. owned approximately 0.06% of iShares Core Growth Allocation ETF worth $1,188,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Aspiriant LLC raised its stake in shares of iShares Core Growth Allocation ETF by 7.9% during the 2nd quarter. Aspiriant LLC now owns 447,754 shares of the company’s stock worth $25,218,000 after purchasing an additional 32,854 shares during the period. Lebenthal Global Advisors LLC increased its holdings in iShares Core Growth Allocation ETF by 105.1% during the second quarter. Lebenthal Global Advisors LLC now owns 362,993 shares of the company’s stock worth $20,444,000 after buying an additional 185,969 shares during the last quarter. International Assets Investment Management LLC raised its position in iShares Core Growth Allocation ETF by 5,281.4% in the third quarter. International Assets Investment Management LLC now owns 246,792 shares of the company’s stock worth $14,620,000 after acquiring an additional 242,206 shares during the period. Waverly Advisors LLC boosted its stake in iShares Core Growth Allocation ETF by 26.1% in the first quarter. Waverly Advisors LLC now owns 241,670 shares of the company’s stock valued at $13,454,000 after acquiring an additional 49,956 shares during the last quarter. Finally, Foundations Investment Advisors LLC grew its position in shares of iShares Core Growth Allocation ETF by 13.5% during the 3rd quarter. Foundations Investment Advisors LLC now owns 204,307 shares of the company’s stock valued at $12,103,000 after acquiring an additional 24,354 shares during the period.

iShares Core Growth Allocation ETF Trading Down 0.6 %

NYSEARCA:AOR opened at $58.20 on Thursday. iShares Core Growth Allocation ETF has a 12 month low of $47.56 and a 12 month high of $59.47. The firm’s 50 day moving average is $58.34 and its 200 day moving average is $56.65. The stock has a market capitalization of $2.11 billion, a PE ratio of 17.06 and a beta of 0.62.

About iShares Core Growth 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.