Janney Montgomery Scott LLC decreased its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 75.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 4,497 shares of the company’s stock after selling 13,760 shares during the quarter. Janney Montgomery Scott LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $213,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also bought and sold shares of AOM. Jones Financial Companies Lllp lifted its position in iShares Core 40/60 Moderate Allocation ETF by 44.2% during the first quarter. Jones Financial Companies Lllp now owns 11,977 shares of the company’s stock worth $576,000 after acquiring an additional 3,670 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 148.3% during the second quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after acquiring an additional 27,156 shares during the period. Ameriprise Financial Inc. boosted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 6.7% during the second quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after acquiring an additional 17,790 shares during the period. Captrust Financial Advisors grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 176.3% in the second quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock valued at $1,147,000 after purchasing an additional 15,899 shares during the last quarter. Finally, American Trust grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 0.6% in the third quarter. American Trust now owns 98,698 shares of the company’s stock valued at $4,696,000 after purchasing an additional 613 shares during the last quarter.
iShares Core 40/60 Moderate Allocation ETF Stock Performance
Shares of NYSEARCA AOM opened at $49.12 on Monday. The firm has a market cap of $1.77 billion, a P/E ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a 1-year low of $45.61 and a 1-year high of $50.10. The business’s 50 day moving average is $49.51 and its 200-day moving average is $48.72.
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. 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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