Worth Financial Advisory Group LLC Sells 5,458 Shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Worth Financial Advisory Group LLC cut its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 16.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 28,023 shares of the company’s stock after selling 5,458 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF comprises approximately 1.0% of Worth Financial Advisory Group LLC’s investment portfolio, making the stock its 22nd biggest position. Worth Financial Advisory Group LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $1,606,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of AOR. Midwest Capital Advisors LLC bought a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter worth $29,000. Hobbs Group Advisors LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter worth about $32,000. Synergy Asset Management LLC bought a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $37,000. Comprehensive Financial Planning Inc. PA bought a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $39,000. Finally, Sound Income Strategies LLC acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $49,000.

iShares Core 60/40 Balanced Allocation ETF Trading Down 0.4 %

Shares of iShares Core 60/40 Balanced Allocation ETF stock opened at $58.19 on Thursday. The company has a 50 day moving average of $58.43 and a 200-day moving average of $58.41. The company has a market cap of $2.24 billion, a PE ratio of 20.26 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 1-year low of $53.25 and a 1-year 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.