Taylor Financial Group Inc. Increases Stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Taylor Financial Group Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 6.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 54,452 shares of the company’s stock after buying an additional 3,205 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF comprises 1.6% of Taylor Financial Group Inc.’s portfolio, making the stock its 14th largest holding. Taylor Financial Group Inc. owned approximately 0.17% of iShares Core 40/60 Moderate Allocation ETF worth $2,365,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in AOM. Aptus Capital Advisors LLC grew its holdings 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. grew its holdings 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 purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $51,000. Farther Finance Advisors LLC grew its holdings in 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 valued at $51,000 after buying an additional 992 shares in the last quarter. Finally, Hantz Financial Services Inc. purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $107,000.

iShares Core 40/60 Moderate Allocation ETF Stock Up 0.5 %

AOM stock opened at $44.09 on Tuesday. iShares Core 40/60 Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month high of $45.31. The firm has a market capitalization of $1.44 billion, a PE ratio of 20.56 and a beta of 0.50. The stock has a 50-day simple moving average of $44.03 and a two-hundred day simple moving average of $44.25.

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.