Prosperity Consulting Group LLC Reduces Stock Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Prosperity Consulting Group LLC reduced its holdings in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,872 shares of the company’s stock after selling 494 shares during the quarter. Prosperity Consulting Group LLC owned 0.06% of iShares Core 40/60 Moderate Allocation ETF worth $863,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Integrated Wealth Concepts LLC grew its stake in iShares Core 40/60 Moderate Allocation ETF by 9.7% in the fourth quarter. Integrated Wealth Concepts LLC now owns 10,749 shares of the company’s stock worth $467,000 after purchasing an additional 954 shares in the last quarter. Stifel Financial Corp lifted its holdings in iShares Core 40/60 Moderate Allocation ETF by 215.4% during the 4th quarter. Stifel Financial Corp now owns 31,194 shares of the company’s stock worth $1,355,000 after buying an additional 21,305 shares during the last quarter. Transce3nd LLC acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter worth approximately $55,000. GeoWealth Management LLC increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 18.6% in the 4th quarter. GeoWealth Management LLC now owns 33,306 shares of the company’s stock valued at $1,447,000 after acquiring an additional 5,216 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 7.2% during the 4th quarter. Concourse Financial Group Securities Inc. now owns 29,522 shares of the company’s stock valued at $1,298,000 after acquiring an additional 1,975 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Price Performance

iShares Core 40/60 Moderate Allocation ETF stock opened at $43.66 on Monday. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.20 and a 12 month high of $45.31. The company has a fifty day moving average price of $43.57 and a two-hundred day moving average price of $43.95. The company has a market cap of $1.48 billion, a PE ratio of 19.18 and a beta of 0.50.

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.