Investment Advisory Group LLC Boosts Stock Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Investment Advisory Group LLC increased its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 3.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 134,314 shares of the company’s stock after buying an additional 3,934 shares during the period. iShares Core Moderate Allocation ETF comprises approximately 2.0% of Investment Advisory Group LLC’s investment portfolio, making the stock its 11th largest holding. Investment Advisory Group LLC owned approximately 0.41% of iShares Core Moderate Allocation ETF worth $5,835,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in AOM. Insigneo Advisory Services LLC purchased a new position in iShares Core Moderate Allocation ETF during the second quarter valued at $1,156,000. Claro Advisors LLC acquired a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth about $790,000. Patton Albertson Miller Group LLC lifted its stake in iShares Core Moderate Allocation ETF by 4.2% in the 3rd quarter. Patton Albertson Miller Group LLC now owns 41,822 shares of the company’s stock valued at $1,887,000 after buying an additional 1,693 shares in the last quarter. Sunbelt Securities Inc. boosted its holdings in iShares Core Moderate Allocation ETF by 19.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock worth $111,000 after buying an additional 395 shares during the last quarter. Finally, Summit Wealth Partners LLC increased its stake in iShares Core Moderate Allocation ETF by 2.2% during the 2nd quarter. Summit Wealth Partners LLC now owns 18,865 shares of the company’s stock worth $811,000 after buying an additional 410 shares in the last quarter.

iShares Core Moderate Allocation ETF Price Performance

Shares of iShares Core Moderate Allocation ETF stock opened at $43.98 on Wednesday. The business has a 50 day simple moving average of $44.05 and a two-hundred day simple moving average of $44.06. The stock has a market capitalization of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month high of $45.31.

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.