Buttonwood Financial Group LLC lessened its holdings in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,156 shares of the company’s stock after selling 1,197 shares during the period. iShares Core Growth Allocation ETF comprises approximately 0.3% of Buttonwood Financial Group LLC’s investment portfolio, making the stock its 19th biggest position. Buttonwood Financial Group LLC’s holdings in iShares Core Growth Allocation ETF were worth $594,000 at the end of the most recent quarter.
Several other large investors have also modified their holdings of the business. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core Growth Allocation ETF by 102.1% in the third 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 during the period. Centerline Wealth Advisors LLC purchased a new stake in shares of iShares Core Growth Allocation ETF in the fourth quarter valued at approximately $14,673,000. Janney Montgomery Scott LLC boosted its holdings in shares of iShares Core Growth Allocation ETF by 943.8% in the fourth quarter. Janney Montgomery Scott LLC now owns 272,742 shares of the company’s stock valued at $15,634,000 after purchasing an additional 246,613 shares during the period. International Assets Investment Management LLC boosted its holdings in shares of iShares Core Growth Allocation ETF by 5,281.4% in the third quarter. International Assets Investment Management LLC now owns 246,792 shares of the company’s stock valued at $14,620,000 after purchasing an additional 242,206 shares during the period. Finally, WestEnd Advisors LLC boosted its holdings in shares of iShares Core Growth Allocation ETF by 463.8% in the fourth quarter. WestEnd Advisors LLC now owns 246,288 shares of the company’s stock valued at $14,117,000 after purchasing an additional 202,603 shares during the period.
iShares Core Growth Allocation ETF Stock Performance
Shares of NYSEARCA AOR opened at $59.28 on Monday. The firm has a market capitalization of $2.15 billion, a price-to-earnings ratio of 17.06 and a beta of 0.62. The stock has a 50 day moving average price of $58.16 and a 200 day moving average price of $58.17. iShares Core Growth Allocation ETF has a 52-week low of $53.25 and a 52-week high of $59.77.
iShares Core Growth 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.
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