Captrust Financial Advisors Buys 4,646 Shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Captrust Financial Advisors raised its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 81.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,318 shares of the company’s stock after purchasing an additional 4,646 shares during the period. Captrust Financial Advisors’ holdings in iShares Core 40/60 Moderate Allocation ETF were worth $448,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of AOM. Atria Wealth Solutions Inc. raised its stake in iShares Core 40/60 Moderate Allocation ETF by 8.8% in the 4th quarter. Atria Wealth Solutions Inc. now owns 21,896 shares of the company’s stock worth $951,000 after purchasing an additional 1,762 shares in the last quarter. Steward Partners Investment Advisory LLC raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 51.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 18,081 shares of the company’s stock valued at $785,000 after buying an additional 6,114 shares in the last quarter. Assetmark Inc. boosted its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 118.6% in the fourth quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after buying an additional 415 shares during the period. Jones Financial Companies Lllp grew its position 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 buying an additional 775 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV grew its position in iShares Core 40/60 Moderate Allocation ETF by 8.0% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 6,172 shares of the company’s stock worth $268,000 after buying an additional 455 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Price Performance

Shares of NYSEARCA AOM opened at $44.74 on Tuesday. The business has a fifty day moving average price of $43.54 and a two-hundred day moving average price of $43.93. The stock has a market capitalization of $1.51 billion, a PE ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a fifty-two week low of $41.20 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.