Cornerstone Planning Group LLC Buys 529 Shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Cornerstone Planning Group LLC boosted its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 13.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,427 shares of the company’s stock after acquiring an additional 529 shares during the period. Cornerstone Planning Group LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $190,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bellwether Advisors LLC purchased a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter worth approximately $31,000. Assetmark Inc. lifted its position in shares of iShares Core 40/60 Moderate Allocation ETF by 118.6% during the 4th quarter. Assetmark Inc. now owns 765 shares of the company’s stock valued at $33,000 after buying an additional 415 shares in the last quarter. Runnymede Capital Advisors Inc. purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at approximately $39,000. NBC Securities Inc. purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the 1st quarter valued at $41,000. Finally, Farther Finance Advisors LLC lifted its holdings in 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 in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Trading Up 0.1%

Shares of NYSEARCA:AOM opened at $45.54 on Wednesday. The business has a 50-day moving average price of $44.88 and a 200 day moving average price of $44.11. iShares Core 40/60 Moderate Allocation ETF has a 12-month low of $41.20 and a 12-month high of $46.04. The company has a market capitalization of $1.53 billion, a price-to-earnings ratio of 19.75 and a beta of 0.45.

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.