Fort Henry Capital LLC Boosts Stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Fort Henry Capital LLC increased its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 1.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,951 shares of the company’s stock after purchasing an additional 340 shares during the quarter. iShares Core Moderate Allocation ETF accounts for 0.7% of Fort Henry Capital LLC’s portfolio, making the stock its 13th biggest holding. Fort Henry Capital LLC owned about 0.07% of iShares Core Moderate Allocation ETF worth $1,040,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. NewEdge Advisors LLC lifted its stake in iShares Core Moderate Allocation ETF by 310.7% during the 2nd quarter. NewEdge Advisors LLC now owns 23,733 shares of the company’s stock valued at $1,021,000 after acquiring an additional 17,954 shares during the period. Summit Wealth Partners LLC lifted its position in iShares Core Moderate Allocation ETF by 2.2% during the second quarter. Summit Wealth Partners LLC now owns 18,865 shares of the company’s stock valued at $811,000 after purchasing an additional 410 shares during the period. Brookstone Capital Management lifted its position in iShares Core Moderate Allocation ETF by 0.7% during the third quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock valued at $4,898,000 after purchasing an additional 808 shares during the period. Sovereign Financial Group Inc. boosted its holdings in iShares Core Moderate Allocation ETF by 6.2% in the third quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock worth $844,000 after purchasing an additional 1,097 shares during the last quarter. Finally, Royal Fund Management LLC grew its position in iShares Core Moderate Allocation ETF by 18.1% in the 3rd quarter. Royal Fund Management LLC now owns 100,387 shares of the company’s stock worth $4,537,000 after purchasing an additional 15,360 shares during the period.

iShares Core Moderate Allocation ETF Price Performance

NYSEARCA AOM opened at $44.06 on Friday. The stock has a market capitalization of $1.43 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 1-year low of $41.10 and a 1-year high of $45.31. The business’s fifty day moving average price is $44.04 and its 200-day moving average price is $44.07.

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.