Global Financial Private Client LLC Has $882,000 Stock Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Global Financial Private Client LLC boosted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 8.9% in the first quarter, according to its most recent filing with the SEC. The firm owned 20,101 shares of the company’s stock after acquiring an additional 1,644 shares during the period. Global Financial Private Client LLC owned 0.06% of iShares Core 40/60 Moderate Allocation ETF worth $882,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Bellwether Advisors LLC acquired a new stake in shares of iShares Core 40/60 Moderate Allocation ETF during the fourth quarter worth $31,000. Assetmark Inc. grew its position in shares of 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 worth $33,000 after buying an additional 415 shares during the period. Runnymede Capital Advisors Inc. acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter worth about $39,000. Comprehensive Financial Planning Inc. PA acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter worth about $51,000. Finally, Farther Finance Advisors LLC grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 551.1% during the 4th quarter. Farther Finance Advisors LLC now owns 1,172 shares of the company’s stock worth $51,000 after buying an additional 992 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Trading Up 0.3%

iShares Core 40/60 Moderate Allocation ETF stock opened at $44.70 on Friday. The firm has a market capitalization of $1.50 billion, a P/E ratio of 19.75 and a beta of 0.51. The business has a 50-day moving average of $43.62 and a 200-day moving average of $43.94. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $41.20 and a 1 year high of $45.31.

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.