Cornerstone Planning Group LLC Has $171,000 Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Cornerstone Planning Group LLC raised its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 22.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,898 shares of the company’s stock after acquiring an additional 707 shares during the period. Cornerstone Planning Group LLC’s holdings in iShares Core Moderate Allocation ETF were worth $171,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Aptus Capital Advisors LLC increased its stake in shares of iShares Core Moderate Allocation ETF by 502.7% in the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock valued at $30,000 after purchasing an additional 558 shares during the last quarter. Comprehensive Financial Planning Inc. PA bought a new stake in iShares Core Moderate Allocation ETF during the 4th quarter worth $51,000. Hantz Financial Services Inc. bought a new stake in iShares Core Moderate Allocation ETF during the 4th quarter worth $107,000. WestEnd Advisors LLC bought a new stake in iShares Core Moderate Allocation ETF during the 4th quarter worth $110,000. Finally, Sunbelt Securities Inc. grew its position in iShares Core Moderate Allocation ETF by 19.2% during the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock worth $111,000 after acquiring an additional 395 shares during the last quarter.

iShares Core Moderate Allocation ETF Trading Down 0.5 %

NYSEARCA AOM opened at $44.19 on Monday. The business’s 50-day moving average price is $43.99 and its two-hundred day moving average price is $44.12. iShares Core Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month high of $45.31. The firm has a market capitalization of $1.43 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.