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

Thurston Springer Miller Herd & Titak Inc. lifted its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 295.3% in the fourth quarter, Holdings Channel.com reports. The firm 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 reporting period.

Several other institutional investors have also recently modified their holdings of AOM. Jones Financial Companies Lllp raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 44.2% during the 1st 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 in the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Core 40/60 Moderate Allocation ETF by 148.3% in the second quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after buying an additional 27,156 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in iShares Core 40/60 Moderate Allocation ETF by 6.7% in the second quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after buying an additional 17,790 shares in the last quarter. Captrust Financial Advisors grew its position in iShares Core 40/60 Moderate Allocation ETF by 176.3% during the second quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock valued at $1,147,000 after acquiring an additional 15,899 shares during the last quarter. Finally, American Trust bought a new position in iShares Core 40/60 Moderate Allocation ETF during the second quarter valued at approximately $4,516,000.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM opened at $47.26 on Friday. The firm 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 has a fifty-two week low of $41.20 and a fifty-two week high of $49.25. The firm has a 50 day moving average price of $48.21 and a 200-day moving average price of $47.96.

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.