Western Wealth Management LLC Buys Shares of 93,451 iShares Core 40/60 Moderate Allocation ETF $AOM

Western Wealth Management LLC bought a new stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 93,451 shares of the company’s stock, valued at approximately $4,460,000.

Several other large investors also recently bought and sold shares of the company. CoreCap Advisors LLC grew its holdings in iShares Core 40/60 Moderate Allocation ETF by 6.8% in the fourth quarter. CoreCap Advisors LLC now owns 4,314 shares of the company’s stock valued at $206,000 after purchasing an additional 274 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF in the fourth quarter valued at $28,000. American Trust grew its holdings in iShares Core 40/60 Moderate Allocation ETF by 0.6% in the third quarter. American Trust now owns 98,698 shares of the company’s stock valued at $4,696,000 after purchasing an additional 613 shares during the last quarter. Painted Porch Advisors LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF in the third quarter valued at $51,000. Finally, Farther Finance Advisors LLC grew its holdings in iShares Core 40/60 Moderate Allocation ETF by 161.2% in the fourth quarter. Farther Finance Advisors LLC now owns 3,594 shares of the company’s stock valued at $172,000 after purchasing an additional 2,218 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

iShares Core 40/60 Moderate Allocation ETF stock opened at $49.43 on Thursday. The firm has a market capitalization of $1.74 billion, a price-to-earnings ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a fifty-two week low of $44.20 and a fifty-two week high of $49.57. The stock’s fifty day moving average is $48.19 and its two-hundred day moving average is $48.19.

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. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation.