Axxcess Wealth Management LLC Purchases 48,338 Shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Axxcess Wealth Management LLC raised its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 647.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,802 shares of the company’s stock after buying an additional 48,338 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $2,424,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in AOM. Armstrong Fleming & Moore Inc grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 1.8% in the fourth quarter. Armstrong Fleming & Moore Inc now owns 13,961 shares of the company’s stock valued at $606,000 after purchasing an additional 247 shares in the last quarter. Mesirow Financial Investment Management Inc. grew its position in iShares Core 40/60 Moderate Allocation ETF by 1.8% during the fourth quarter. Mesirow Financial Investment Management Inc. now owns 14,220 shares of the company’s stock worth $618,000 after buying an additional 252 shares in the last quarter. Smith Anglin Financial LLC grew its position in iShares Core 40/60 Moderate Allocation ETF by 0.6% during the fourth quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock worth $2,222,000 after buying an additional 282 shares in the last quarter. Bright Futures Wealth Management LLC. grew its position in iShares Core 40/60 Moderate Allocation ETF by 4.3% during the fourth quarter. Bright Futures Wealth Management LLC. now owns 7,472 shares of the company’s stock worth $329,000 after buying an additional 305 shares in the last quarter. Finally, Fort Henry Capital LLC lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 1.4% during the fourth quarter. Fort Henry Capital LLC now owns 23,951 shares of the company’s stock worth $1,040,000 after purchasing an additional 340 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Up 0.6 %

Shares of AOM stock opened at $44.18 on Thursday. The business has a 50-day moving average price of $44.06 and a two-hundred day moving average price of $44.25. iShares Core 40/60 Moderate Allocation ETF has a 12-month low of $41.10 and a 12-month high of $45.31. The firm has a market cap of $1.44 billion, a P/E ratio of 20.56 and a beta of 0.50.

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.