Focus Partners Wealth Makes New $1.45 Million Investment in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Focus Partners Wealth purchased a new position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 33,321 shares of the company’s stock, valued at approximately $1,448,000. Focus Partners Wealth owned 0.10% of iShares Core 40/60 Moderate Allocation ETF at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in AOM. Wells Fargo & Company MN lifted its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 317.6% in the 4th quarter. Wells Fargo & Company MN now owns 969,069 shares of the company’s stock worth $42,096,000 after acquiring an additional 737,023 shares during the period. Raymond James Financial Inc. acquired a new stake in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at approximately $31,933,000. Ameriprise Financial Inc. lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 57.3% during the fourth quarter. Ameriprise Financial Inc. now owns 402,658 shares of the company’s stock valued at $17,491,000 after purchasing an additional 146,600 shares during the last quarter. Janney Montgomery Scott LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at approximately $4,972,000. Finally, Foundations Investment Advisors LLC lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 17.4% during the fourth quarter. Foundations Investment Advisors LLC now owns 356,996 shares of the company’s stock valued at $15,508,000 after purchasing an additional 52,973 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Price Performance

AOM stock opened at $44.66 on Friday. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.20 and a 12 month high of $45.31. The firm has a market cap of $1.50 billion, a PE ratio of 19.75 and a beta of 0.51. The firm has a 50 day simple moving average of $43.52 and a 200 day simple moving average of $43.92.

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.