GWN Securities Inc. Makes New Investment in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

GWN Securities Inc. purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,533 shares of the company’s stock, valued at approximately $371,000.

Other institutional investors also recently bought and sold shares of the company. Aptus Capital Advisors LLC lifted its holdings in iShares Core 40/60 Moderate Allocation ETF by 502.7% during the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after buying an additional 558 shares during the last quarter. Assetmark Inc. lifted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 118.6% in the 4th quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after purchasing an additional 415 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at about $51,000. Farther Finance Advisors LLC lifted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 551.1% in the 4th quarter. Farther Finance Advisors LLC now owns 1,172 shares of the company’s stock valued at $51,000 after purchasing an additional 992 shares during the last quarter. Finally, Hantz Financial Services Inc. purchased a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at about $107,000.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

iShares Core 40/60 Moderate Allocation ETF stock opened at $43.85 on Monday. iShares Core 40/60 Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week high of $45.31. The company has a market capitalization of $1.43 billion, a P/E ratio of 20.56 and a beta of 0.50. The stock has a 50-day simple moving average of $44.02 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.