Essential Planning LLC. Takes Position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Essential Planning LLC. purchased a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 62,064 shares of the company’s stock, valued at approximately $3,635,000. Essential Planning LLC. owned about 0.17% of iShares Core 60/40 Balanced Allocation ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of AOR. Midwest Capital Advisors LLC bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at about $29,000. Hobbs Group Advisors LLC acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter valued at approximately $32,000. Synergy Asset Management LLC acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $37,000. Comprehensive Financial Planning Inc. PA acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $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 Stock Performance

Shares of AOR opened at $57.50 on Thursday. The stock has a 50 day simple moving average of $58.27 and a 200 day simple moving average of $58.39. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $53.25 and a 52-week high of $59.77. The firm has a market capitalization of $2.21 billion, a PE ratio of 21.34 and a beta of 0.64.

About iShares Core 60/40 Balanced 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.