Consilium Wealth Advisory LLC Increases Stock Position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Consilium Wealth Advisory LLC increased its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 306,626 shares of the company’s stock after purchasing an additional 12,440 shares during the period. iShares Core 60/40 Balanced Allocation ETF makes up approximately 8.4% of Consilium Wealth Advisory LLC’s holdings, making the stock its 2nd biggest position. Consilium Wealth Advisory LLC owned 0.85% of iShares Core 60/40 Balanced Allocation ETF worth $17,576,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Midwest Capital Advisors LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth about $29,000. Hobbs Group Advisors LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter worth about $32,000. Synergy Asset Management LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth about $37,000. Comprehensive Financial Planning Inc. PA purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth about $39,000. Finally, Highline Wealth Partners LLC purchased a new position in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter worth about $41,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of NYSEARCA:AOR opened at $58.97 on Thursday. iShares Core 60/40 Balanced Allocation ETF has a fifty-two week low of $53.25 and a fifty-two week high of $59.77. The business has a 50-day simple moving average of $58.17 and a two-hundred day simple moving average of $58.34. The firm has a market cap of $2.26 billion, a price-to-earnings ratio of 21.34 and a beta of 0.64.

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.