iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) Shares Purchased by Concourse Financial Group Securities Inc.

Concourse Financial Group Securities Inc. raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,522 shares of the company’s stock after buying an additional 1,975 shares during the period. Concourse Financial Group Securities Inc. owned about 0.09% of iShares Core 40/60 Moderate Allocation ETF worth $1,298,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AOM. Assetmark Inc. boosted 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 acquiring an additional 415 shares during the period. Runnymede Capital Advisors Inc. acquired a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at $39,000. Comprehensive Financial Planning Inc. PA purchased a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter worth $51,000. Farther Finance Advisors LLC lifted its holdings in iShares Core 40/60 Moderate Allocation ETF by 551.1% in the 4th quarter. Farther Finance Advisors LLC now owns 1,172 shares of the company’s stock worth $51,000 after buying an additional 992 shares in the last quarter. Finally, Tucker Asset Management LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at about $89,000.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM opened at $42.88 on Friday. The firm has a market cap of $1.42 billion, a price-to-earnings ratio of 20.52 and a beta of 0.50. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $41.13 and a 1 year high of $45.31. The stock’s 50-day simple moving average is $43.71 and its 200-day simple moving average is $44.00.

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.