Mosley Wealth Management acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 10,708 shares of the company’s stock, valued at approximately $510,000.
A number of other institutional investors and hedge funds also recently made changes to their positions in AOM. Western Wealth Management LLC bought a new stake in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter worth approximately $4,460,000. JPMorgan Chase & Co. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 148.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after purchasing an additional 27,156 shares in the last quarter. Ameriprise Financial Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 6.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after purchasing an additional 17,790 shares in the last quarter. Captrust Financial Advisors raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 176.3% during the 2nd quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock worth $1,147,000 after purchasing an additional 15,899 shares in the last quarter. Finally, Janney Montgomery Scott LLC raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 306.2% during the 4th quarter. Janney Montgomery Scott LLC now owns 18,257 shares of the company’s stock worth $871,000 after purchasing an additional 13,762 shares in the last quarter.
iShares Core 40/60 Moderate Allocation ETF Stock Up 1.5%
Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $49.65 on Friday. iShares Core 40/60 Moderate Allocation ETF has a 12-month low of $45.00 and a 12-month high of $50.04. The stock has a market cap of $1.75 billion, a P/E ratio of 19.75 and a beta of 0.51. The business’s 50 day moving average is $48.96 and its 200-day moving average is $48.44.
About iShares Core 40/60 Moderate Allocation ETF
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. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation.
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