iShares Core 40/60 Moderate Allocation ETF $AOM Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC grew its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 9.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 5,655 shares of the company’s stock after purchasing an additional 506 shares during the quarter. Venturi Wealth Management LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $260,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the company. Weitzel Financial Services Inc. increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 2.2% during the 1st quarter. Weitzel Financial Services Inc. now owns 280,083 shares of the company’s stock valued at $12,111,000 after purchasing an additional 5,933 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 2,551.7% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 31,476 shares of the company’s stock valued at $1,449,000 after purchasing an additional 30,289 shares during the period. Jones Financial Companies Lllp increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 44.2% during the 1st quarter. Jones Financial Companies Lllp now owns 11,977 shares of the company’s stock valued at $576,000 after purchasing an additional 3,670 shares during the period. RFP Financial Group LLC increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 8.3% during the 1st quarter. RFP Financial Group LLC now owns 6,187 shares of the company’s stock valued at $272,000 after purchasing an additional 475 shares during the period. Finally, Summit Financial LLC acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 1st quarter valued at $207,000.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM stock opened at $47.00 on Friday. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $41.20 and a 1 year high of $47.76. The stock has a market cap of $1.59 billion, a PE ratio of 19.75 and a beta of 0.45. The business’s fifty day moving average is $46.96 and its 200-day moving average is $45.37.

iShares Core 40/60 Moderate Allocation ETF Profile

iShares Moderate Allocation ETF, formerly iShares S&P Moderate Allocation Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Moderate Index (the Moderate Allocation Index). The Moderate Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a moderate risk profile.