Lake Point Wealth Management Invests $32,000 in iShares Core Growth Allocation ETF (AOR)

Lake Point Wealth Management acquired a new stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 764 shares of the company’s stock, valued at approximately $32,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Mascoma Wealth Management LLC grew its stake in shares of iShares Core Growth Allocation ETF by 526.7% during the 4th quarter. Mascoma Wealth Management LLC now owns 752 shares of the company’s stock valued at $31,000 after buying an additional 632 shares during the period. SRS Capital Advisors Inc. grew its stake in shares of iShares Core Growth Allocation ETF by 34.5% during the 4th quarter. SRS Capital Advisors Inc. now owns 956 shares of the company’s stock valued at $39,000 after buying an additional 245 shares during the period. LifePlan Financial Group Inc grew its stake in shares of iShares Core Growth Allocation ETF by 316.1% during the 4th quarter. LifePlan Financial Group Inc now owns 1,161 shares of the company’s stock valued at $48,000 after buying an additional 882 shares during the period. Flagship Harbor Advisors LLC grew its stake in shares of iShares Core Growth Allocation ETF by 421.4% during the 4th quarter. Flagship Harbor Advisors LLC now owns 1,825 shares of the company’s stock valued at $75,000 after buying an additional 1,475 shares during the period. Finally, Claybrook Capital LLC purchased a new stake in shares of iShares Core Growth Allocation ETF during the 4th quarter valued at $77,000.

Shares of NYSEARCA AOR traded up $0.05 during trading on Friday, hitting $45.25. 76,501 shares of the company traded hands, compared to its average volume of 201,755. iShares Core Growth Allocation ETF has a 1 year low of $40.30 and a 1 year high of $45.44.

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 8th. Stockholders of record on Wednesday, April 3rd were paid a dividend of $0.2006 per share. The ex-dividend date was Tuesday, April 2nd. This represents a $0.80 annualized dividend and a dividend yield of 1.77%.

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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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