10,708 Shares in iShares Core 40/60 Moderate Allocation ETF $AOM Acquired by Mosley Wealth Management

Mosley Wealth Management bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 10,708 shares of the company’s stock, valued at approximately $510,000.

A number of other institutional investors have also made changes to their positions in AOM. Jones Financial Companies Lllp increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 44.2% during the 1st quarter. Jones Financial Companies Lllp now owns 11,977 shares of the company’s stock worth $576,000 after acquiring an additional 3,670 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 148.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after acquiring an additional 27,156 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 6.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after acquiring an additional 17,790 shares during the last quarter. Captrust Financial Advisors increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 176.3% during the 2nd quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock worth $1,147,000 after acquiring an additional 15,899 shares during the last quarter. Finally, Evensky & Katz LLC acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 3rd quarter worth approximately $237,000.

iShares Core 40/60 Moderate Allocation ETF Trading Up 1.5%

AOM stock opened at $49.65 on Friday. The firm has a market capitalization of $1.75 billion, a PE ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a 1-year low of $45.00 and a 1-year high of $50.04. The business’s 50 day simple moving average is $48.96 and its 200 day simple moving average is $48.44.

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. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation.