Oxford Financial Group Ltd. Trims Stock Holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Oxford Financial Group Ltd. reduced its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 2.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 148,794 shares of the company’s stock after selling 3,400 shares during the period. iShares Core Growth Allocation ETF makes up about 2.0% of Oxford Financial Group Ltd.’s holdings, making the stock its 11th largest holding. Oxford Financial Group Ltd.’s holdings in iShares Core Growth Allocation ETF were worth $7,118,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Madrona Funds LLC purchased a new position in shares of iShares Core Growth Allocation ETF during the third quarter worth about $3,614,000. Stratos Wealth Partners LTD. lifted its position in iShares Core Growth Allocation ETF by 235.5% in the fourth quarter. Stratos Wealth Partners LTD. now owns 56,206 shares of the company’s stock valued at $2,689,000 after purchasing an additional 39,452 shares during the period. AE Wealth Management LLC lifted its position in shares of iShares Core Growth Allocation ETF by 117.9% during the 4th quarter. AE Wealth Management LLC now owns 43,760 shares of the company’s stock valued at $2,093,000 after acquiring an additional 23,677 shares during the period. Capital Insight Partners LLC acquired a new stake in shares of iShares Core Growth Allocation ETF during the 4th quarter valued at approximately $1,093,000. Finally, Aveo Capital Partners LLC increased its stake in shares of iShares Core Growth Allocation ETF by 15.0% during the 4th quarter. Aveo Capital Partners LLC now owns 119,002 shares of the company’s stock worth $5,693,000 after purchasing an additional 15,509 shares in the last quarter.

Shares of AOR traded up $0.04 during mid-day trading on Wednesday, reaching $46.85. 939 shares of the company’s stock were exchanged, compared to its average volume of 135,976. The company has a 50-day simple moving average of $48.31 and a two-hundred day simple moving average of $46.93. iShares Core Growth Allocation ETF has a 52-week low of $43.53 and a 52-week high of $48.89.

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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Institutional Ownership by Quarter for iShares Core Growth Allocation ETF (NYSEARCA:AOR)

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