Fiduciary Financial Group LLC Purchases 561 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Fiduciary Financial Group LLC boosted its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 12.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,164 shares of the company’s stock after purchasing an additional 561 shares during the quarter. Fiduciary Financial Group LLC’s holdings in iShares Core Moderate Allocation ETF were worth $230,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Atria Wealth Solutions Inc. increased its stake in shares of iShares Core Moderate Allocation ETF by 1.4% in the 2nd quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock worth $788,000 after acquiring an additional 245 shares in the last quarter. Syntrinsic LLC increased its stake in shares of iShares Core Moderate Allocation ETF by 4.0% during the third quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after purchasing an additional 340 shares in the last quarter. Investment Partners LTD. lifted its holdings in shares of iShares Core Moderate Allocation ETF by 4.0% during the first quarter. Investment Partners LTD. now owns 9,208 shares of the company’s stock valued at $394,000 after purchasing an additional 355 shares during the last quarter. Global Financial Private Client LLC boosted its position in shares of iShares Core Moderate Allocation ETF by 2.1% in the 2nd quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock worth $788,000 after purchasing an additional 373 shares in the last quarter. Finally, SteelPeak Wealth LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 2.2% in the 2nd quarter. SteelPeak Wealth LLC now owns 17,289 shares of the company’s stock worth $744,000 after buying an additional 380 shares during the last quarter.

iShares Core Moderate Allocation ETF Trading Up 0.4 %

Shares of NYSEARCA:AOM opened at $44.61 on Friday. The stock has a fifty day simple moving average of $44.27 and a two-hundred day simple moving average of $43.20. iShares Core Moderate Allocation ETF has a 12-month low of $37.72 and a 12-month high of $45.31. The stock has a market capitalization of $1.45 billion, a price-to-earnings 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.