Heirloom Wealth Management Acquires 643 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Heirloom Wealth Management increased its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 7.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,065 shares of the company’s stock after acquiring an additional 643 shares during the quarter. Heirloom Wealth Management’s holdings in iShares Core Growth Allocation ETF were worth $482,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of AOR. Arvest Investments Inc. bought a new stake in iShares Core Growth Allocation ETF during the 4th quarter valued at about $47,000. Buttonwood Financial Group LLC increased its stake in iShares Core Growth Allocation ETF by 3.2% during the 4th quarter. Buttonwood Financial Group LLC now owns 11,964 shares of the company’s stock valued at $636,000 after purchasing an additional 369 shares in the last quarter. UBS Group AG increased its stake in iShares Core Growth Allocation ETF by 14.6% during the 3rd quarter. UBS Group AG now owns 208,336 shares of the company’s stock valued at $10,294,000 after purchasing an additional 26,593 shares in the last quarter. Mutual Advisors LLC increased its stake in iShares Core Growth Allocation ETF by 7.5% during the 3rd quarter. Mutual Advisors LLC now owns 20,160 shares of the company’s stock valued at $996,000 after purchasing an additional 1,407 shares in the last quarter. Finally, TRUE Private Wealth Advisors increased its stake in iShares Core Growth Allocation ETF by 0.8% during the 3rd quarter. TRUE Private Wealth Advisors now owns 99,082 shares of the company’s stock valued at $4,896,000 after purchasing an additional 759 shares in the last quarter.

iShares Core Growth Allocation ETF Trading Down 0.3 %

NYSEARCA:AOR traded down $0.15 on Friday, reaching $53.33. 187,739 shares of the stock traded hands, compared to its average volume of 262,837. The company has a market capitalization of $1.96 billion, a price-to-earnings ratio of 17.21 and a beta of 0.62. iShares Core Growth Allocation ETF has a 12 month low of $47.56 and a 12 month high of $55.74. The company’s fifty day simple moving average is $54.62 and its 200 day simple moving average is $52.49.

About iShares Core Growth 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.