Steward Partners Investment Advisory LLC Raises Stock Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Steward Partners Investment Advisory LLC lifted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 51.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,081 shares of the company’s stock after acquiring an additional 6,114 shares during the quarter. Steward Partners Investment Advisory LLC owned 0.06% of iShares Core 40/60 Moderate Allocation ETF worth $785,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of AOM. Concurrent Investment Advisors LLC increased its position in iShares Core 40/60 Moderate Allocation ETF by 13.2% in the third quarter. Concurrent Investment Advisors LLC now owns 5,448 shares of the company’s stock worth $246,000 after buying an additional 636 shares during the last quarter. Mesirow Financial Investment Management Inc. purchased a new stake in iShares Core 40/60 Moderate Allocation ETF in the third quarter worth $630,000. Sigma Planning Corp increased its position in iShares Core 40/60 Moderate Allocation ETF by 3.4% in the third quarter. Sigma Planning Corp now owns 20,717 shares of the company’s stock worth $935,000 after buying an additional 686 shares during the last quarter. Aptus Capital Advisors LLC increased its position in iShares Core 40/60 Moderate Allocation ETF by 502.7% in the third quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after buying an additional 558 shares during the last quarter. Finally, Claro Advisors LLC purchased a new stake in iShares Core 40/60 Moderate Allocation ETF in the third quarter worth $255,000.

iShares Core 40/60 Moderate Allocation ETF Price Performance

NYSEARCA:AOM opened at $43.72 on Tuesday. The business has a fifty day simple moving average of $44.00 and a two-hundred day simple moving average of $44.27. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $41.10 and a 1 year high of $45.31. The company has a market capitalization of $1.43 billion, a P/E ratio of 21.42 and a beta of 0.49.

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.