Consilium Wealth Advisory LLC Grows Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Consilium Wealth Advisory LLC increased its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 1.5% in the fourth quarter, HoldingsChannel reports. The firm owned 98,104 shares of the company’s stock after purchasing an additional 1,421 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF accounts for approximately 2.0% of Consilium Wealth Advisory LLC’s holdings, making the stock its 16th biggest holding. Consilium Wealth Advisory LLC’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $4,262,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Oppenheimer Asset Management Inc. purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at approximately $941,000. MKD Wealth Coaches LLC purchased a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at approximately $344,000. Armstrong Fleming & Moore Inc lifted its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 1.8% in the 4th quarter. Armstrong Fleming & Moore Inc now owns 13,961 shares of the company’s stock valued at $606,000 after purchasing an additional 247 shares during the period. Sigma Planning Corp lifted its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 9.0% in the 4th quarter. Sigma Planning Corp now owns 22,590 shares of the company’s stock valued at $981,000 after purchasing an additional 1,873 shares during the period. Finally, Private Advisor Group LLC raised its stake in iShares Core 40/60 Moderate Allocation ETF by 38.6% during the fourth quarter. Private Advisor Group LLC now owns 12,917 shares of the company’s stock valued at $561,000 after buying an additional 3,595 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Trading Up 0.2 %

Shares of NYSEARCA:AOM opened at $44.53 on Thursday. The stock has a fifty day simple moving average of $43.92 and a two-hundred day simple moving average of $44.25. The stock has a market capitalization of $1.45 billion, a price-to-earnings ratio of 21.42 and a beta of 0.49. iShares Core 40/60 Moderate Allocation ETF has a 12-month low of $41.10 and a 12-month high of $45.31.

iShares Core 40/60 Moderate Allocation ETF Company 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.