Runnymede Capital Advisors Inc. purchased a new stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 902 shares of the company’s stock, valued at approximately $39,000.
Several other institutional investors have also added to or reduced their stakes in AOM. Atria Wealth Solutions Inc. raised its holdings 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 holdings in 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 in the last quarter. Assetmark Inc. raised its holdings in 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 in the last quarter. Jones Financial Companies Lllp raised its holdings in 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 in the last quarter. Finally, Atria Investments Inc raised its holdings in 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 in the last quarter.
iShares Core 40/60 Moderate Allocation ETF Price Performance
Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $44.13 on Friday. The company has a 50-day moving average of $44.10 and a 200 day moving average of $44.25. The firm 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 1 year low of $41.10 and a 1 year high of $45.31.
iShares Core 40/60 Moderate Allocation ETF 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.
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