Estate Counselors LLC cut its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 4.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,720 shares of the company’s stock after selling 300 shares during the period. Estate Counselors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $303,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in AOM. Foundations Investment Advisors LLC increased its stake in shares of 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. increased its position in 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 bought a new position in iShares Core Moderate Allocation ETF during the 3rd quarter worth $12,138,000. Focus Financial Network Inc. lifted its holdings in shares of 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 worth $7,583,000 after buying an additional 67,429 shares in the last quarter. Finally, Commonwealth Equity Services LLC boosted its position in shares of iShares Core Moderate Allocation ETF by 21.0% in the second quarter. Commonwealth Equity Services LLC now owns 162,698 shares of the company’s stock valued at $6,998,000 after acquiring an additional 28,240 shares during the period.
iShares Core Moderate Allocation ETF Stock Performance
AOM stock opened at $44.32 on Friday. iShares Core Moderate Allocation ETF has a 52 week low of $39.96 and a 52 week high of $45.31. The company’s 50-day simple moving average is $44.47 and its 200 day simple moving average is $43.70. The company has a market capitalization of $1.44 billion, a PE ratio of 16.61 and a beta of 0.47.
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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