GeoWealth Management LLC Invests $1.21 Million in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

GeoWealth Management LLC bought a new position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 30,053 shares of the company’s stock, valued at approximately $1,214,000. GeoWealth Management LLC owned 0.09% of iShares Core Moderate Allocation ETF as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AOM. RTD Financial Advisors Inc. grew its stake in iShares Core Moderate Allocation ETF by 65.4% during the second quarter. RTD Financial Advisors Inc. now owns 15,540 shares of the company’s stock worth $628,000 after buying an additional 6,147 shares during the period. Howard Wealth Management LLC purchased a new stake in iShares Core Moderate Allocation ETF during the 1st quarter worth $223,000. Private Advisor Group LLC acquired a new stake in iShares Core Moderate Allocation ETF in the 1st quarter valued at $647,000. First Ascent Asset Management LLC raised its position in iShares Core Moderate Allocation ETF by 6.5% in the first quarter. First Ascent Asset Management LLC now owns 8,543 shares of the company’s stock valued at $341,000 after purchasing an additional 523 shares during the period. Finally, Archvest Wealth Advisors Inc. lifted its stake in shares of iShares Core Moderate Allocation ETF by 8.1% during the second quarter. Archvest Wealth Advisors Inc. now owns 12,728 shares of the company’s stock worth $514,000 after purchasing an additional 954 shares in the last quarter.

iShares Core Moderate Allocation ETF Price Performance

Shares of NYSEARCA AOM opened at $40.00 on Tuesday. iShares Core Moderate Allocation ETF has a 1-year low of $37.72 and a 1-year high of $40.88. The company has a market capitalization of $1.31 billion, a price-to-earnings ratio of 14.10 and a beta of 0.45. The business has a 50-day moving average of $38.89 and a 200-day moving average of $39.65.

About iShares Core Moderate Allocation ETF

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.