Janney Montgomery Scott LLC Decreases Position in iShares Core 60/40 Balanced Allocation ETF $AOR

Janney Montgomery Scott LLC lowered its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 70.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,083 shares of the company’s stock after selling 76,478 shares during the quarter. Janney Montgomery Scott LLC owned 0.06% of iShares Core 60/40 Balanced Allocation ETF worth $2,065,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in AOR. Private Trust Co. NA purchased a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at about $27,000. Strategic Investment Solutions Inc. IL purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at about $33,000. Ransom Advisory Ltd acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at approximately $65,000. Flagship Harbor Advisors LLC acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at approximately $73,000. Finally, Mascoma Wealth Management LLC increased its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 23.4% during the 4th quarter. Mascoma Wealth Management LLC now owns 1,218 shares of the company’s stock worth $79,000 after purchasing an additional 231 shares in the last quarter.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

AOR stock opened at $68.93 on Friday. The stock’s 50 day moving average price is $68.91 and its 200 day moving average price is $67.01. The firm has a market cap of $3.66 billion, a P/E ratio of 19.83 and a beta of 0.64. iShares Core 60/40 Balanced Allocation ETF has a 1 year low of $60.77 and a 1 year high of $69.97.

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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.