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IShares Core Growth Allocation ETF (NYSEARCA:AOR) Shares Sold by Zimmermann Investment Management & Planning LLC

Financial News Live ·  Mar 29, 2023 01:24

Zimmermann Investment Management & Planning LLC trimmed its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Get Rating) by 2.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,490 shares of the company's stock after selling 273 shares during the quarter. Zimmermann Investment Management & Planning LLC's holdings in iShares Core Growth Allocation ETF were worth $448,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Affiance Financial LLC raised its holdings in iShares Core Growth Allocation ETF by 71,700.5% during the 4th quarter. Affiance Financial LLC now owns 154,371 shares of the company's stock worth $7,280,000 after buying an additional 154,156 shares during the period. Cliftonlarsonallen Wealth Advisors LLC raised its holdings in iShares Core Growth Allocation ETF by 7.7% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 19,614 shares of the company's stock worth $925,000 after buying an additional 1,404 shares during the period. Adviser Investments LLC acquired a new stake in iShares Core Growth Allocation ETF during the 4th quarter worth about $437,000. Polaris Wealth Advisory Group LLC raised its holdings in iShares Core Growth Allocation ETF by 5.2% during the 4th quarter. Polaris Wealth Advisory Group LLC now owns 39,042 shares of the company's stock worth $1,918,000 after buying an additional 1,924 shares during the period. Finally, Madrona Financial Services LLC acquired a new stake in iShares Core Growth Allocation ETF during the 4th quarter worth about $533,000.

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iShares Core Growth Allocation ETF Price Performance

NYSEARCA AOR traded up $0.03 on Tuesday, hitting $48.95. 25,351 shares of the company were exchanged, compared to its average volume of 602,782. The firm has a market capitalization of $2.13 billion, a P/E ratio of 14.10 and a beta of 0.60. iShares Core Growth Allocation ETF has a twelve month low of $43.57 and a twelve month high of $54.62. The company's 50 day moving average price is $49.31 and its 200-day moving average price is $47.93.

iShares Core Growth Allocation ETF Profile

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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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