American Trust Sells 73,133 Shares of iShares Core 40/60 Moderate Allocation ETF $AOM

American Trust cut its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 74.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 25,565 shares of the company’s stock after selling 73,133 shares during the period. American Trust’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $1,220,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AOM. Weitzel Financial Services Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 4.3% during the 4th quarter. Weitzel Financial Services Inc. now owns 301,264 shares of the company’s stock worth $14,415,000 after purchasing an additional 12,488 shares during the period. Ameriprise Financial Inc. grew its holdings in iShares Core 40/60 Moderate Allocation ETF by 6.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock valued at $12,995,000 after buying an additional 17,790 shares in the last quarter. Western Wealth Management LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at about $4,460,000. JPMorgan Chase & Co. grew its holdings in iShares Core 40/60 Moderate Allocation ETF by 148.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock valued at $2,094,000 after buying an additional 27,156 shares in the last quarter. Finally, One Capital Management LLC grew its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 11.4% during the fourth quarter. One Capital Management LLC now owns 26,986 shares of the company’s stock worth $1,288,000 after purchasing an additional 2,769 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Trading Down 0.5%

Shares of NYSEARCA AOM opened at $49.67 on Thursday. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $45.00 and a 12 month high of $50.10. The firm has a market capitalization of $1.75 billion, a price-to-earnings ratio of 19.75 and a beta of 0.51. The business has a 50-day moving average of $49.15 and a 200-day moving average of $48.49.

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.