Janney Montgomery Scott LLC Has $213,000 Stock Holdings in iShares Core 40/60 Moderate Allocation ETF $AOM

Janney Montgomery Scott LLC decreased its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 75.4% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 4,497 shares of the company’s stock after selling 13,760 shares during the period. Janney Montgomery Scott LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $213,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Weitzel Financial Services Inc. grew 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 acquiring an additional 12,488 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in shares of iShares Core 40/60 Moderate Allocation ETF by 295.3% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 14,231 shares of the company’s stock worth $679,000 after purchasing an additional 10,631 shares in the last quarter. Mosley Wealth Management bought a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the fourth quarter worth $510,000. Western Wealth Management LLC bought a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the fourth quarter worth $4,460,000. Finally, Legacy Financial Group LLC boosted its holdings in iShares Core 40/60 Moderate Allocation ETF by 3.0% during the fourth quarter. Legacy Financial Group LLC now owns 16,692 shares of the company’s stock worth $808,000 after purchasing an additional 480 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM opened at $49.12 on Monday. The stock has a market capitalization of $1.77 billion, a price-to-earnings ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $45.61 and a 12 month high of $50.10. The firm has a fifty day simple moving average of $49.51 and a 200 day simple moving average of $48.72.

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. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation.