Heirloom Wealth Management Sells 366 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Heirloom Wealth Management trimmed its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 3.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,438 shares of the company’s stock after selling 366 shares during the period. iShares Core Growth Allocation ETF makes up about 0.2% of Heirloom Wealth Management’s portfolio, making the stock its 28th biggest position. Heirloom Wealth Management’s holdings in iShares Core Growth Allocation ETF were worth $559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Tsfg LLC raised its position in iShares Core Growth Allocation ETF by 84.9% in the 2nd quarter. Tsfg LLC now owns 490 shares of the company’s stock worth $28,000 after purchasing an additional 225 shares during the period. IAG Wealth Partners LLC purchased a new position in iShares Core Growth Allocation ETF during the 2nd quarter valued at $28,000. ORG Partners LLC bought a new position in iShares Core Growth Allocation ETF in the 2nd quarter valued at $41,000. Hantz Financial Services Inc. purchased a new stake in iShares Core Growth Allocation ETF in the second quarter worth $50,000. Finally, Unique Wealth Strategies LLC purchased a new stake in iShares Core Growth Allocation ETF in the second quarter worth $80,000.

iShares Core Growth Allocation ETF Trading Down 0.3 %

Shares of AOR opened at $58.75 on Friday. The firm has a fifty day moving average price of $58.17 and a 200-day moving average price of $56.54. The firm has a market capitalization of $2.13 billion, a P/E ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a 12-month low of $47.56 and a 12-month high of $59.47.

iShares Core Growth 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.