Financial Advisors LLC Decreases Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Financial Advisors LLC trimmed its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOMFree Report) by 33.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,045 shares of the company’s stock after selling 2,488 shares during the quarter. Financial Advisors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $209,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in AOM. Sigma Planning Corp lifted its stake in iShares Core Moderate Allocation ETF by 2.2% in the fourth quarter. Sigma Planning Corp now owns 13,366 shares of the company’s stock valued at $555,000 after buying an additional 283 shares during the last quarter. Stratos Wealth Partners LTD. raised its position in iShares Core Moderate Allocation ETF by 2.8% in the 4th quarter. Stratos Wealth Partners LTD. now owns 10,983 shares of the company’s stock valued at $456,000 after purchasing an additional 302 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in iShares Core Moderate Allocation ETF by 29.2% during the 3rd quarter. PNC Financial Services Group Inc. now owns 1,404 shares of the company’s stock worth $55,000 after purchasing an additional 317 shares during the period. Beacon Financial Advisory LLC boosted its stake in iShares Core Moderate Allocation ETF by 0.5% during the 3rd quarter. Beacon Financial Advisory LLC now owns 61,867 shares of the company’s stock worth $2,408,000 after purchasing an additional 327 shares during the period. Finally, RFG Advisory LLC grew its position in iShares Core Moderate Allocation ETF by 4.6% during the 4th quarter. RFG Advisory LLC now owns 9,108 shares of the company’s stock worth $378,000 after purchasing an additional 401 shares during the last quarter.

iShares Core Moderate Allocation ETF Price Performance

Shares of NYSEARCA:AOM traded up $0.20 on Friday, reaching $41.62. The company’s stock had a trading volume of 70,186 shares, compared to its average volume of 152,490. iShares Core Moderate Allocation ETF has a 52-week low of $37.72 and a 52-week high of $42.83. The stock has a market capitalization of $1.34 billion, a P/E ratio of 16.50 and a beta of 0.45. The stock’s 50-day moving average is $42.07 and its two-hundred day moving average is $40.98.

iShares Core Moderate Allocation ETF Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

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