Kingswood Wealth Advisors LLC Reduces Holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Kingswood Wealth Advisors LLC lowered its position in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,095 shares of the company’s stock after selling 244 shares during the quarter. Kingswood Wealth Advisors LLC owned about 0.06% of iShares Core Growth Allocation ETF worth $1,266,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in AOR. Bank of Montreal Can raised its position in iShares Core Growth Allocation ETF by 2.3% in the 2nd quarter. Bank of Montreal Can now owns 19,521 shares of the company’s stock worth $1,104,000 after purchasing an additional 445 shares during the period. Silver Lake Advisory LLC purchased a new stake in shares of iShares Core Growth Allocation ETF in the second quarter worth approximately $705,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core Growth Allocation ETF by 15.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 24,147 shares of the company’s stock worth $1,360,000 after acquiring an additional 3,250 shares during the last quarter. Sunbelt Securities Inc. boosted its holdings in iShares Core Growth Allocation ETF by 78.7% during the 2nd quarter. Sunbelt Securities Inc. now owns 10,394 shares of the company’s stock valued at $585,000 after acquiring an additional 4,576 shares during the period. Finally, High Falls Advisors Inc grew its position in iShares Core Growth Allocation ETF by 13.1% in the 2nd quarter. High Falls Advisors Inc now owns 17,615 shares of the company’s stock valued at $992,000 after acquiring an additional 2,041 shares during the last quarter.

iShares Core Growth Allocation ETF Trading Down 0.2 %

NYSEARCA:AOR opened at $58.31 on Tuesday. The company has a market cap of $2.11 billion, a price-to-earnings ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a twelve month low of $53.00 and a twelve month high of $59.77. The stock has a fifty day simple moving average of $58.23 and a 200-day simple moving average of $57.98.

iShares Core Growth 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.