Thurston Springer Miller Herd & Titak Inc. Buys 10,631 Shares of iShares Core 40/60 Moderate Allocation ETF $AOM

Thurston Springer Miller Herd & Titak Inc. increased its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 295.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,231 shares of the company’s stock after purchasing an additional 10,631 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $679,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Jones Financial Companies Lllp increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 44.2% during the first quarter. Jones Financial Companies Lllp now owns 11,977 shares of the company’s stock valued at $576,000 after buying an additional 3,670 shares during the period. JPMorgan Chase & Co. grew its stake in iShares Core 40/60 Moderate Allocation ETF by 148.3% during the second quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock valued at $2,094,000 after acquiring an additional 27,156 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in iShares Core 40/60 Moderate Allocation ETF by 6.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after acquiring an additional 17,790 shares during the period. Captrust Financial Advisors increased its holdings in iShares Core 40/60 Moderate Allocation ETF by 176.3% during the 2nd quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock worth $1,147,000 after acquiring an additional 15,899 shares during the period. Finally, American Trust purchased a new stake in iShares Core 40/60 Moderate Allocation ETF in the 2nd quarter worth approximately $4,516,000.

iShares Core 40/60 Moderate Allocation ETF Price Performance

Shares of NYSEARCA:AOM opened at $47.26 on Friday. The firm has a fifty day moving average price of $48.21 and a two-hundred day moving average price of $47.96. iShares Core 40/60 Moderate Allocation ETF has a one year low of $41.20 and a one year high of $49.25. The company has a market cap of $1.68 billion, a price-to-earnings ratio of 19.75 and a beta of 0.52.

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.