iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) Shares Purchased by World Investment Advisors

World Investment Advisors raised its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 21.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,238 shares of the company’s stock after acquiring an additional 2,681 shares during the period. World Investment Advisors’ holdings in iShares Core 40/60 Moderate Allocation ETF were worth $662,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. National Bank of Canada FI lifted its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 51.7% in the 4th quarter. National Bank of Canada FI now owns 14,993 shares of the company’s stock valued at $651,000 after purchasing an additional 5,112 shares during the last quarter. Life Planning Partners Inc acquired a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter worth approximately $1,359,000. Tucker Asset Management LLC acquired a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the fourth quarter valued at approximately $89,000. Orion Portfolio Solutions LLC purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the fourth quarter worth approximately $462,000. Finally, LPL Financial LLC grew its position in shares of iShares Core 40/60 Moderate Allocation ETF by 1.2% during the fourth quarter. LPL Financial LLC now owns 949,981 shares of the company’s stock worth $41,267,000 after acquiring an additional 11,282 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Price Performance

AOM stock opened at $42.33 on Monday. The company has a market cap of $1.40 billion, a price-to-earnings ratio of 20.52 and a beta of 0.50. The company has a fifty day moving average price of $44.12 and a 200 day moving average price of $44.20. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month high of $45.31.

About iShares Core 40/60 Moderate Allocation ETF

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.