Syverson Strege & Co decreased its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 12.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,893 shares of the company’s stock after selling 948 shares during the quarter. Syverson Strege & Co’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $299,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AOM. Raymond James Financial Inc. acquired a new stake in shares of iShares Core 40/60 Moderate Allocation ETF during the fourth quarter worth about $31,933,000. Janney Montgomery Scott LLC purchased a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at approximately $4,972,000. Retireful LLC purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at approximately $4,380,000. Foundations Investment Advisors LLC grew its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 17.4% in the 4th quarter. Foundations Investment Advisors LLC now owns 356,996 shares of the company’s stock valued at $15,508,000 after purchasing an additional 52,973 shares during the last quarter. Finally, Axxcess Wealth Management LLC increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 647.6% in the fourth quarter. Axxcess Wealth Management LLC now owns 55,802 shares of the company’s stock valued at $2,424,000 after purchasing an additional 48,338 shares during the period.
iShares Core 40/60 Moderate Allocation ETF Price Performance
iShares Core 40/60 Moderate Allocation ETF stock opened at $44.19 on Tuesday. The business has a 50 day simple moving average of $44.12 and a 200-day simple moving average 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 stock has a market capitalization of $1.44 billion, a PE ratio of 20.56 and a beta of 0.50.
iShares Core 40/60 Moderate Allocation ETF Company 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.
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