Nicolet Advisory Services LLC Reduces Stock Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Nicolet Advisory Services LLC decreased its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm 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.

Other institutional investors and hedge funds have also made changes to their positions in the company. Armstrong Fleming & Moore Inc increased its stake in iShares Core 40/60 Moderate Allocation ETF by 1.8% in the 4th quarter. Armstrong Fleming & Moore Inc now owns 13,961 shares of the company’s stock worth $606,000 after buying an additional 247 shares during the period. Mesirow Financial Investment Management Inc. increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 1.8% during the fourth quarter. Mesirow Financial Investment Management Inc. now owns 14,220 shares of the company’s stock worth $618,000 after acquiring an additional 252 shares during the period. Smith Anglin Financial LLC raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 0.6% during the fourth quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock valued at $2,222,000 after acquiring an additional 282 shares in the last quarter. Bright Futures Wealth Management LLC. boosted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 4.3% in the fourth quarter. Bright Futures Wealth Management LLC. now owns 7,472 shares of the company’s stock valued at $329,000 after purchasing an additional 305 shares during the period. Finally, Fort Henry Capital LLC grew its stake in iShares Core 40/60 Moderate Allocation ETF by 1.4% in the fourth quarter. Fort Henry Capital LLC now owns 23,951 shares of the company’s stock worth $1,040,000 after purchasing an additional 340 shares in the last quarter.

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

AOM opened at $42.33 on Friday. The stock’s fifty day moving average is $44.12 and its two-hundred day moving average is $44.21. The company 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.

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.