Harbour Investments Inc. Cuts Stock Holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Harbour Investments Inc. reduced its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,793 shares of the company’s stock after selling 1,095 shares during the period. Harbour Investments Inc. owned 0.08% of iShares Core 40/60 Moderate Allocation ETF worth $1,164,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of AOM. Atria Wealth Solutions Inc. grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 8.8% in the fourth quarter. Atria Wealth Solutions Inc. now owns 21,896 shares of the company’s stock valued at $951,000 after purchasing an additional 1,762 shares in the last quarter. Steward Partners Investment Advisory LLC grew its position in shares of 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 purchasing an additional 6,114 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 10.3% in the fourth quarter. Jones Financial Companies Lllp now owns 8,307 shares of the company’s stock valued at $361,000 after purchasing an additional 775 shares in the last quarter. Atria Investments Inc grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 95.7% in the fourth quarter. Atria Investments Inc now owns 9,513 shares of the company’s stock valued at $413,000 after purchasing an additional 4,651 shares in the last quarter. Finally, Assetmark Inc. grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 118.6% in the fourth quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after purchasing an additional 415 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Price Performance

AOM stock opened at $43.91 on Wednesday. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $41.10 and a 1 year high of $45.31. The firm has a market capitalization of $1.43 billion, a PE ratio of 20.56 and a beta of 0.50. The business has a 50 day simple moving average of $44.04 and a 200-day simple moving average of $44.25.

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.