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

Heirloom Wealth Management lifted its position in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 7.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,065 shares of the company’s stock after acquiring an additional 643 shares during the period. 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.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Capital Insight Partners LLC lifted its holdings in shares of iShares Core Growth Allocation ETF by 0.7% during the 4th quarter. Capital Insight Partners LLC now owns 28,862 shares of the company’s stock worth $1,535,000 after acquiring an additional 191 shares during the period. Beacon Financial Advisory LLC lifted its holdings in shares of iShares Core Growth Allocation ETF by 2.0% during the 4th quarter. Beacon Financial Advisory LLC now owns 9,764 shares of the company’s stock worth $519,000 after acquiring an additional 195 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of iShares Core Growth Allocation ETF by 15.0% during the 4th quarter. Geneos Wealth Management Inc. now owns 1,563 shares of the company’s stock worth $83,000 after acquiring an additional 204 shares during the period. Harbour Investments Inc. lifted its stake in iShares Core Growth Allocation ETF by 0.7% in the 3rd quarter. Harbour Investments Inc. now owns 29,147 shares of the company’s stock valued at $1,440,000 after purchasing an additional 211 shares during the last quarter. Finally, Syverson Strege & Co lifted its stake in iShares Core Growth Allocation ETF by 2.3% in the 3rd quarter. Syverson Strege & Co now owns 9,499 shares of the company’s stock valued at $469,000 after purchasing an additional 213 shares during the last quarter.

iShares Core Growth Allocation ETF Trading Down 0.3 %

NYSEARCA:AOR traded down $0.15 on Friday, hitting $53.33. The company had a trading volume of 187,739 shares, compared to its average volume of 262,837. The stock has a market capitalization of $1.96 billion, a price-to-earnings ratio of 17.21 and a beta of 0.62. The firm has a 50 day moving average of $54.62 and a two-hundred day moving average of $52.49. iShares Core Growth Allocation ETF has a 52 week low of $47.56 and a 52 week high of $55.74.

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.