Wealth Forward LLC Lowers Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Wealth Forward LLC trimmed its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 16.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,894 shares of the company’s stock after selling 1,757 shares during the period. iShares Core Moderate Allocation ETF accounts for 0.3% of Wealth Forward LLC’s portfolio, making the stock its 24th biggest position. Wealth Forward LLC’s holdings in iShares Core Moderate Allocation ETF were worth $386,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Kavar Capital Partners Group LLC purchased a new position in iShares Core Moderate Allocation ETF during the 3rd quarter valued at about $12,138,000. Janney Montgomery Scott LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at approximately $4,972,000. Retireful LLC bought a new stake in shares of iShares Core Moderate Allocation ETF in the 4th quarter worth approximately $4,380,000. International Assets Investment Management LLC increased its position in iShares Core Moderate Allocation ETF by 1,808.5% during the 3rd quarter. International Assets Investment Management LLC now owns 99,242 shares of the company’s stock valued at $4,477,000 after buying an additional 94,042 shares in the last quarter. Finally, Focus Financial Network Inc. raised its stake in iShares Core Moderate Allocation ETF by 67.0% during the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock valued at $7,583,000 after buying an additional 67,429 shares during the last quarter.

iShares Core Moderate Allocation ETF Stock Performance

Shares of AOM stock opened at $43.93 on Tuesday. The company has a market capitalization of $1.43 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. The company’s 50-day moving average is $44.04 and its 200 day moving average is $44.08. iShares Core Moderate Allocation ETF has a one year low of $41.10 and a one year high of $45.31.

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.