IMA Advisory Services Inc. Has $498,000 Position in iShares Core 40/60 Moderate Allocation ETF $AOM

IMA Advisory Services Inc. grew its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 19.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,244 shares of the company’s stock after acquiring an additional 1,857 shares during the quarter. IMA Advisory Services Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $498,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. AdvisorNet Financial Inc boosted its stake in 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 worth $180,000 after acquiring an additional 238 shares during the last quarter. Venturi Wealth Management LLC raised its holdings in iShares Core 40/60 Moderate Allocation ETF by 9.8% in the second quarter. Venturi Wealth Management LLC now owns 5,655 shares of the company’s stock worth $260,000 after purchasing an additional 506 shares during the period. WestEnd Advisors LLC boosted its position in shares of iShares Core 40/60 Moderate Allocation ETF by 1,007.0% during the second quarter. WestEnd Advisors LLC now owns 631 shares of the company’s stock worth $29,000 after purchasing an additional 574 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 85.2% in the 2nd quarter. Farther Finance Advisors LLC now owns 1,937 shares of the company’s stock valued at $89,000 after buying an additional 891 shares during the period. Finally, SouthState Corp acquired a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 1st quarter valued at $104,000.

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

Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $48.04 on Wednesday. The company has a market capitalization of $1.63 billion, a PE ratio of 19.75 and a beta of 0.52. iShares Core 40/60 Moderate Allocation ETF has a 12 month low of $41.20 and a 12 month high of $48.36. The stock’s fifty day simple moving average is $47.56 and its 200 day simple moving average is $46.16.

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.