Atria Investments Inc Raises Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Atria Investments Inc grew its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 95.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,513 shares of the company’s stock after buying an additional 4,651 shares during the quarter. Atria Investments Inc’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $413,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in AOM. Aptus Capital Advisors LLC increased its position in iShares Core 40/60 Moderate Allocation ETF by 502.7% during the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock valued at $30,000 after buying an additional 558 shares in the last quarter. Assetmark Inc. increased its position in iShares Core 40/60 Moderate Allocation ETF by 118.6% during the 4th quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after buying an additional 415 shares in the last quarter. Comprehensive Financial Planning Inc. PA acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the fourth quarter valued at about $51,000. Sunbelt Securities Inc. increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 19.2% in the third quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock valued at $111,000 after purchasing an additional 395 shares during the period. Finally, Hantz Financial Services Inc. acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the fourth quarter valued at about $107,000.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM stock opened at $43.85 on Monday. The stock’s 50-day simple moving average is $44.02 and its 200-day simple moving average is $44.25. The firm has a market capitalization of $1.43 billion, a PE 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.

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.