SRS Capital Advisors Inc. Grows Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

SRS Capital Advisors Inc. lifted its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 8.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 8,002 shares of the company’s stock after acquiring an additional 655 shares during the quarter. SRS Capital Advisors Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $348,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. BlueStem Wealth Partners LLC purchased a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $1,522,000. Consilium Wealth Advisory LLC grew its position in iShares Core 40/60 Moderate Allocation ETF by 1.5% during the 4th quarter. Consilium Wealth Advisory LLC now owns 98,104 shares of the company’s stock valued at $4,262,000 after purchasing an additional 1,421 shares during the last quarter. Oppenheimer Asset Management Inc. purchased a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $941,000. MKD Wealth Coaches LLC purchased a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $344,000. Finally, Armstrong Fleming & Moore Inc grew its position in iShares Core 40/60 Moderate Allocation ETF by 1.8% during the 4th quarter. Armstrong Fleming & Moore Inc now owns 13,961 shares of the company’s stock valued at $606,000 after purchasing an additional 247 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM stock opened at $44.30 on Tuesday. iShares Core 40/60 Moderate Allocation ETF has a one year low of $41.10 and a one year high of $45.31. The company’s 50-day moving average is $43.96 and its 200 day moving average is $44.27. The company has a market capitalization of $1.45 billion, a price-to-earnings ratio of 21.42 and a beta of 0.49.

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.