iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC trimmed its position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 20.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 4,944 shares of the company’s stock after selling 1,234 shares during the period. Efficient Advisors LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $283,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in AOR. JPMorgan Chase & Co. grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 102.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 687,060 shares of the company’s stock valued at $40,701,000 after purchasing an additional 33,649,765 shares in the last quarter. Raymond James Financial Inc. acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth $61,492,000. Richard Bernstein Advisors LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 573.6% during the 4th quarter. Richard Bernstein Advisors LLC now owns 654,691 shares of the company’s stock worth $37,527,000 after acquiring an additional 557,502 shares in the last quarter. Centerline Wealth Advisors LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth $14,673,000. Finally, Janney Montgomery Scott LLC grew its holdings in iShares Core 60/40 Balanced Allocation ETF by 943.8% during the 4th quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock worth $15,634,000 after acquiring an additional 246,613 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Price Performance

Shares of AOR stock opened at $58.51 on Friday. The firm has a market cap of $2.25 billion, a P/E ratio of 21.34 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a 1-year low of $53.25 and a 1-year high of $59.77. The firm has a fifty day moving average of $58.26 and a two-hundred day moving average of $58.40.

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.