TRUE Private Wealth Advisors boosted its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 2.1% during the third quarter, Holdings Channel reports. The fund owned 42,495 shares of the company’s stock after acquiring an additional 881 shares during the period. TRUE Private Wealth Advisors’ holdings in iShares Core Moderate Allocation ETF were worth $1,917,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AOM. Atria Wealth Solutions Inc. lifted its position in shares of iShares Core Moderate Allocation ETF by 1.4% during the second quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock worth $788,000 after purchasing an additional 245 shares in the last quarter. SteelPeak Wealth LLC lifted its holdings in iShares Core Moderate Allocation ETF by 1.6% during the 3rd quarter. SteelPeak Wealth LLC now owns 17,566 shares of the company’s stock worth $792,000 after buying an additional 277 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in iShares Core Moderate Allocation ETF by 0.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 92,376 shares of the company’s stock valued at $4,167,000 after buying an additional 295 shares during the last quarter. Syntrinsic LLC increased its stake in shares of iShares Core Moderate Allocation ETF by 4.0% in the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after buying an additional 340 shares during the period. Finally, Global Financial Private Client LLC raised its position in shares of iShares Core Moderate Allocation ETF by 2.1% during the second quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock worth $788,000 after acquiring an additional 373 shares during the last quarter.
iShares Core Moderate Allocation ETF Stock Up 0.5 %
Shares of AOM opened at $44.76 on Friday. The stock’s fifty day simple moving average is $44.45 and its 200-day simple moving average is $43.76. The firm has a market capitalization of $1.45 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 12-month low of $40.17 and a 12-month high of $45.31.
iShares Core 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.
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