Westmount Partners LLC Buys 515 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Westmount Partners LLC raised its stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,529 shares of the company’s stock after acquiring an additional 515 shares during the period. Westmount Partners LLC’s holdings in iShares Core Growth Allocation ETF were worth $718,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Concurrent Investment Advisors LLC raised its stake in iShares Core Growth Allocation ETF by 2.2% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock valued at $515,000 after acquiring an additional 188 shares during the period. Prospera Financial Services Inc raised its stake in iShares Core Growth Allocation ETF by 2.0% in the 3rd quarter. Prospera Financial Services Inc now owns 10,013 shares of the company’s stock valued at $593,000 after acquiring an additional 196 shares during the period. New Capital Management LP raised its stake in iShares Core Growth Allocation ETF by 2.4% in the 3rd quarter. New Capital Management LP now owns 9,146 shares of the company’s stock valued at $542,000 after acquiring an additional 210 shares during the period. Tempus Wealth Planning LLC raised its stake in iShares Core Growth Allocation ETF by 1.7% in the 3rd quarter. Tempus Wealth Planning LLC now owns 12,769 shares of the company’s stock valued at $756,000 after acquiring an additional 213 shares during the period. Finally, RTD Financial Advisors Inc. raised its stake in iShares Core Growth Allocation ETF by 0.8% in the 3rd quarter. RTD Financial Advisors Inc. now owns 27,508 shares of the company’s stock valued at $1,630,000 after acquiring an additional 218 shares during the period.

iShares Core Growth Allocation ETF Stock Down 0.1 %

iShares Core Growth Allocation ETF stock traded down $0.04 during midday trading on Monday, reaching $56.63. The stock had a trading volume of 548,091 shares, compared to its average volume of 407,588. The firm has a market capitalization of $2.05 billion, a PE ratio of 17.06 and a beta of 0.62. iShares Core Growth Allocation ETF has a 12 month low of $52.07 and a 12 month high of $59.77. The firm’s 50-day moving average price is $58.37 and its 200 day moving average price is $57.89.

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.