American Trust Purchases New Position in iShares Core 40/60 Moderate Allocation ETF $AOM

American Trust acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 98,085 shares of the company’s stock, valued at approximately $4,516,000.

Several other institutional investors and hedge funds also recently modified their holdings of AOM. AdvisorNet Financial Inc raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 6.5% during the 2nd quarter. AdvisorNet Financial Inc now owns 3,908 shares of the company’s stock valued at $180,000 after buying an additional 238 shares during the period. Venturi Wealth Management LLC boosted its holdings in iShares Core 40/60 Moderate Allocation ETF by 9.8% in the 2nd quarter. Venturi Wealth Management LLC now owns 5,655 shares of the company’s stock worth $260,000 after acquiring an additional 506 shares during the period. WestEnd Advisors LLC grew its position in iShares Core 40/60 Moderate Allocation ETF by 1,007.0% in the second quarter. WestEnd Advisors LLC now owns 631 shares of the company’s stock valued at $29,000 after acquiring an additional 574 shares in the last quarter. Farther Finance Advisors LLC grew its position in iShares Core 40/60 Moderate Allocation ETF by 85.2% in the second quarter. Farther Finance Advisors LLC now owns 1,937 shares of the company’s stock valued at $89,000 after acquiring an additional 891 shares in the last quarter. Finally, IMA Advisory Services Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 19.8% during the second quarter. IMA Advisory Services Inc. now owns 11,244 shares of the company’s stock valued at $498,000 after purchasing an additional 1,857 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Trading Down 0.5%

NYSEARCA AOM opened at $48.00 on Monday. The stock has a market cap of $1.63 billion, a P/E ratio of 19.75 and a beta of 0.52. The company’s fifty day simple moving average is $47.78 and its 200-day simple moving average is $46.75. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $41.20 and a 52 week high of $48.36.

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.