Nicolet Advisory Services LLC Lowers Stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Nicolet Advisory Services LLC lessened its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,372 shares of the company’s stock after selling 303 shares during the period. Nicolet Advisory Services LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $359,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. National Bank of Canada FI increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 51.7% in the fourth quarter. National Bank of Canada FI now owns 14,993 shares of the company’s stock valued at $651,000 after buying an additional 5,112 shares in the last quarter. Life Planning Partners Inc purchased a new stake in iShares Core 40/60 Moderate Allocation ETF in the 4th quarter worth $1,359,000. Tucker Asset Management LLC acquired a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter worth $89,000. Orion Portfolio Solutions LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at $462,000. Finally, LPL Financial LLC grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 1.2% in the fourth quarter. LPL Financial LLC now owns 949,981 shares of the company’s stock valued at $41,267,000 after purchasing an additional 11,282 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Stock Down 2.1 %

AOM stock opened at $42.33 on Friday. The stock has a market capitalization of $1.40 billion, a P/E ratio of 20.52 and a beta of 0.50. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $41.10 and a 52 week high of $45.31. The firm has a 50-day simple moving average of $44.12 and a 200-day simple moving average of $44.21.

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.