Consilium Wealth Advisory LLC Grows Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Consilium Wealth Advisory LLC raised its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 1.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 98,104 shares of the company’s stock after acquiring an additional 1,421 shares during the period. iShares Core 40/60 Moderate Allocation ETF makes up 2.0% of Consilium Wealth Advisory LLC’s investment portfolio, making the stock its 16th largest position. Consilium Wealth Advisory LLC owned about 0.30% of iShares Core 40/60 Moderate Allocation ETF worth $4,262,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Oppenheimer Asset Management Inc. bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $941,000. MKD Wealth Coaches LLC bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $344,000. Armstrong Fleming & Moore Inc increased its position in shares of 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. Sigma Planning Corp increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 9.0% during the 4th quarter. Sigma Planning Corp now owns 22,590 shares of the company’s stock valued at $981,000 after purchasing an additional 1,873 shares during the last quarter. Finally, Private Advisor Group LLC increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 38.6% during the 4th quarter. Private Advisor Group LLC now owns 12,917 shares of the company’s stock valued at $561,000 after purchasing an additional 3,595 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Trading Up 0.2 %

Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $44.53 on Thursday. The firm has a market capitalization of $1.45 billion, a PE ratio of 21.42 and a beta of 0.49. The business’s 50-day moving average price is $43.92 and its 200-day moving average price is $44.25. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month high of $45.31.

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.