Harbour Investments Inc. Has $1.85 Million Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Harbour Investments Inc. increased its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 0.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,344 shares of the company’s stock after acquiring an additional 183 shares during the period. Harbour Investments Inc. owned about 0.09% of iShares Core 60/40 Balanced Allocation ETF worth $1,854,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Envestnet Portfolio Solutions Inc. grew its position in iShares Core 60/40 Balanced Allocation ETF by 11.7% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 10,071 shares of the company’s stock worth $577,000 after purchasing an additional 1,057 shares in the last quarter. Northwest Wealth Management LLC grew its position in iShares Core 60/40 Balanced Allocation ETF by 5.7% in the 4th quarter. Northwest Wealth Management LLC now owns 42,893 shares of the company’s stock worth $2,459,000 after purchasing an additional 2,332 shares in the last quarter. Commonwealth Equity Services LLC grew its position in iShares Core 60/40 Balanced Allocation ETF by 14.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 88,934 shares of the company’s stock worth $5,098,000 after purchasing an additional 11,449 shares in the last quarter. Avantax Advisory Services Inc. grew its position in iShares Core 60/40 Balanced Allocation ETF by 87.6% in the 4th quarter. Avantax Advisory Services Inc. now owns 77,402 shares of the company’s stock worth $4,437,000 after purchasing an additional 36,140 shares in the last quarter. Finally, Essential Planning LLC. bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth about $3,635,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of AOR stock opened at $58.03 on Tuesday. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $53.25 and a 52-week high of $59.77. The company has a 50-day simple moving average of $58.28 and a two-hundred day simple moving average of $58.39. The company has a market capitalization of $2.23 billion, a price-to-earnings ratio of 20.26 and a beta of 0.65.

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.