Ellenbecker Investment Group Has $2.14 Million Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Ellenbecker Investment Group increased its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 24.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 49,253 shares of the company’s stock after acquiring an additional 9,685 shares during the period. iShares Core Moderate Allocation ETF comprises about 0.4% of Ellenbecker Investment Group’s investment portfolio, making the stock its 24th biggest position. Ellenbecker Investment Group’s holdings in iShares Core Moderate Allocation ETF were worth $2,140,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AOM. Foundations Investment Advisors LLC lifted its stake in iShares Core Moderate Allocation ETF by 11.3% during the third quarter. Foundations Investment Advisors LLC now owns 304,023 shares of the company’s stock worth $13,714,000 after purchasing an additional 30,870 shares during the period. Weitzel Financial Services Inc. lifted its position in shares of iShares Core Moderate Allocation ETF by 2.5% during the 3rd quarter. Weitzel Financial Services Inc. now owns 269,991 shares of the company’s stock worth $12,161,000 after buying an additional 6,530 shares during the period. Kavar Capital Partners Group LLC acquired a new stake in iShares Core Moderate Allocation ETF in the 3rd quarter valued at $12,138,000. Focus Financial Network Inc. grew its position in iShares Core Moderate Allocation ETF by 67.0% in the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock valued at $7,583,000 after acquiring an additional 67,429 shares during the period. Finally, Weaver Consulting Group raised its stake in iShares Core Moderate Allocation ETF by 1.4% during the fourth quarter. Weaver Consulting Group now owns 160,104 shares of the company’s stock worth $6,955,000 after acquiring an additional 2,238 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM opened at $42.93 on Tuesday. iShares Core Moderate Allocation ETF has a 52-week low of $40.75 and a 52-week high of $45.31. The business has a fifty day moving average of $44.14 and a two-hundred day moving average of $44.04. The stock has a market cap of $1.39 billion, a PE ratio of 16.61 and a beta of 0.47.

iShares Core Moderate Allocation ETF Company 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.