Syverson Strege & Co Decreases Stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Syverson Strege & Co trimmed its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 12.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,893 shares of the company’s stock after selling 948 shares during the period. Syverson Strege & Co’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $299,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Patton Albertson Miller Group LLC raised its stake in iShares Core 40/60 Moderate Allocation ETF by 4.2% in the third quarter. Patton Albertson Miller Group LLC now owns 41,822 shares of the company’s stock valued at $1,887,000 after buying an additional 1,693 shares in the last quarter. RPg Family Wealth Advisory LLC purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 3rd quarter valued at about $137,000. National Wealth Management Group LLC raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 6.0% during the 3rd quarter. National Wealth Management Group LLC now owns 10,277 shares of the company’s stock worth $464,000 after acquiring an additional 583 shares in the last quarter. TRUE Private Wealth Advisors raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 2.1% during the 3rd quarter. TRUE Private Wealth Advisors now owns 42,495 shares of the company’s stock worth $1,917,000 after acquiring an additional 881 shares in the last quarter. Finally, IHT Wealth Management LLC lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 66.1% during the third quarter. IHT Wealth Management LLC now owns 15,123 shares of the company’s stock worth $682,000 after purchasing an additional 6,020 shares during the last quarter.

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

Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $44.19 on Tuesday. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $41.10 and a 52 week high of $45.31. The firm’s 50 day moving average is $44.12 and its two-hundred day moving average is $44.25. The firm has a market capitalization of $1.44 billion, a P/E ratio of 20.56 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.