Commonwealth Equity Services LLC Trims Stock Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Commonwealth Equity Services LLC reduced its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,594 shares of the company’s stock after selling 2,218 shares during the quarter. Commonwealth Equity Services LLC owned about 0.45% of iShares Core 40/60 Moderate Allocation ETF worth $6,325,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Atria Wealth Solutions Inc. raised its holdings in shares of 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 during the period. Steward Partners Investment Advisory LLC raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 51.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 18,081 shares of the company’s stock worth $785,000 after purchasing an additional 6,114 shares during the period. Jones Financial Companies Lllp raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 10.3% in the 4th quarter. Jones Financial Companies Lllp now owns 8,307 shares of the company’s stock worth $361,000 after purchasing an additional 775 shares during the period. Assetmark Inc. raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 118.6% in the 4th quarter. Assetmark Inc. now owns 765 shares of the company’s stock worth $33,000 after purchasing an additional 415 shares during the period. Finally, Atria Investments Inc raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 95.7% in the 4th quarter. Atria Investments Inc now owns 9,513 shares of the company’s stock worth $413,000 after purchasing an additional 4,651 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Price Performance

iShares Core 40/60 Moderate Allocation ETF stock opened at $44.13 on Friday. The stock’s 50-day moving average is $44.10 and its 200-day moving average is $44.24. The company has a market cap of $1.44 billion, a price-to-earnings ratio of 20.56 and a beta of 0.50. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month 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.