Tucker Asset Management LLC Makes New Investment in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Tucker Asset Management LLC purchased a new stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 2,040 shares of the company’s stock, valued at approximately $89,000.

Several other hedge funds have also modified their holdings of AOM. Atria Wealth Solutions Inc. grew its position in iShares Core 40/60 Moderate Allocation ETF by 8.8% during the fourth quarter. Atria Wealth Solutions Inc. now owns 21,896 shares of the company’s stock worth $951,000 after buying an additional 1,762 shares during the period. Steward Partners Investment Advisory LLC grew its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 51.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 18,081 shares of the company’s stock worth $785,000 after acquiring an additional 6,114 shares during the period. Assetmark Inc. increased its stake in iShares Core 40/60 Moderate Allocation ETF by 118.6% in the 4th quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after purchasing an additional 415 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in iShares Core 40/60 Moderate Allocation ETF by 10.3% during the fourth quarter. Jones Financial Companies Lllp now owns 8,307 shares of the company’s stock worth $361,000 after purchasing an additional 775 shares during the last quarter. Finally, Atria Investments Inc boosted its position in iShares Core 40/60 Moderate Allocation ETF by 95.7% during the fourth quarter. Atria Investments Inc now owns 9,513 shares of the company’s stock worth $413,000 after purchasing an additional 4,651 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

iShares Core 40/60 Moderate Allocation ETF stock opened at $43.82 on Friday. The firm has a market capitalization of $1.43 billion, a price-to-earnings ratio of 20.56 and a beta of 0.50. iShares Core 40/60 Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week high of $45.31. The stock’s fifty day moving average is $44.17 and its two-hundred day moving average is $44.24.

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.