American Trust Has $1.22 Million Holdings in iShares Core 40/60 Moderate Allocation ETF $AOM

American Trust cut its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 74.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,565 shares of the company’s stock after selling 73,133 shares during the period. American Trust owned approximately 0.07% of iShares Core 40/60 Moderate Allocation ETF worth $1,220,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the company. CoreCap Advisors LLC lifted its position in iShares Core 40/60 Moderate Allocation ETF by 6.8% during the fourth quarter. CoreCap Advisors LLC now owns 4,314 shares of the company’s stock worth $206,000 after purchasing an additional 274 shares during the period. Legacy Financial Group LLC increased its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 3.0% in the fourth quarter. Legacy Financial Group LLC now owns 16,692 shares of the company’s stock valued at $808,000 after buying an additional 480 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF during the 4th quarter valued at approximately $28,000. Painted Porch Advisors LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF during the 3rd quarter valued at approximately $51,000. Finally, Parallel Advisors LLC increased its position in iShares Core 40/60 Moderate Allocation ETF by 128.7% during the 4th quarter. Parallel Advisors LLC now owns 3,554 shares of the company’s stock valued at $170,000 after purchasing an additional 2,000 shares during the period.

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

Shares of AOM stock opened at $49.67 on Thursday. The company has a market cap of $1.75 billion, a price-to-earnings ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $45.00 and a 52 week high of $50.10. The firm has a 50 day moving average of $49.15 and a 200-day moving average of $48.49.

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.