Mosley Wealth Management Has $505,000 Stock Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Mosley Wealth Management lowered its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 6.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,457 shares of the company’s stock after selling 773 shares during the quarter. Mosley Wealth Management’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $505,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Atria Wealth Solutions Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 8.8% during the fourth quarter. Atria Wealth Solutions Inc. now owns 21,896 shares of the company’s stock worth $951,000 after buying an additional 1,762 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 51.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 18,081 shares of the company’s stock valued at $785,000 after buying an additional 6,114 shares during the period. Assetmark Inc. grew its position in shares of 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 worth $33,000 after buying an additional 415 shares during the period. Jones Financial Companies Lllp grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 10.3% during the 4th quarter. Jones Financial Companies Lllp now owns 8,307 shares of the company’s stock worth $361,000 after buying an additional 775 shares during the period. Finally, Atria Investments Inc raised its position 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 valued at $413,000 after acquiring an additional 4,651 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM opened at $44.13 on Friday. iShares Core 40/60 Moderate Allocation ETF has a 52-week low of $41.10 and a 52-week high of $45.31. The stock has a market cap of $1.44 billion, a P/E ratio of 20.56 and a beta of 0.50. The firm has a 50 day moving average price of $44.10 and a 200 day moving average price of $44.25.

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.