NBT Bank N A NY Raises Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

NBT Bank N A NY increased its position in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 8.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 93,992 shares of the company’s stock after purchasing an additional 7,683 shares during the period. NBT Bank N A NY’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $5,388,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Concurrent Investment Advisors LLC raised its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 2.2% in the third quarter. Concurrent Investment Advisors LLC now owns 8,692 shares of the company’s stock valued at $515,000 after buying an additional 188 shares during the last quarter. Assetmark Inc. raised its stake in iShares Core 60/40 Balanced Allocation ETF by 0.4% during the 3rd quarter. Assetmark Inc. now owns 304,229 shares of the company’s stock valued at $18,023,000 after acquiring an additional 1,150 shares during the last quarter. Tyler Stone Wealth Management grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 98.0% in the 3rd quarter. Tyler Stone Wealth Management now owns 8,368 shares of the company’s stock valued at $496,000 after purchasing an additional 4,142 shares during the last quarter. Harbour Investments Inc. increased its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 7.5% in the third quarter. Harbour Investments Inc. now owns 32,161 shares of the company’s stock valued at $1,905,000 after purchasing an additional 2,233 shares during the period. Finally, First Heartland Consultants Inc. purchased a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the third quarter worth approximately $279,000.

iShares Core 60/40 Balanced Allocation ETF Price Performance

Shares of NYSEARCA AOR opened at $58.51 on Monday. The stock has a fifty day moving average price of $58.26 and a 200 day moving average price of $58.41. iShares Core 60/40 Balanced Allocation ETF has a 1-year low of $53.25 and a 1-year high of $59.77. The company has a market cap of $2.25 billion, a PE ratio of 21.34 and a beta of 0.64.

About iShares Core 60/40 Balanced 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.