Comprehensive Financial Planning Inc. PA Acquires New Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Comprehensive Financial Planning Inc. PA purchased a new stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,170 shares of the company’s stock, valued at approximately $51,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. RFP Financial Group LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF during the 4th quarter worth $248,000. WestEnd Advisors LLC purchased a new stake in iShares Core Moderate Allocation ETF during the fourth quarter worth approximately $110,000. Archvest Wealth Advisors Inc. lifted its stake in iShares Core Moderate Allocation ETF by 6.5% during the fourth quarter. Archvest Wealth Advisors Inc. now owns 6,334 shares of the company’s stock worth $275,000 after purchasing an additional 387 shares during the last quarter. Lodestar Private Asset Management LLC increased its stake in iShares Core Moderate Allocation ETF by 13.0% in the fourth quarter. Lodestar Private Asset Management LLC now owns 95,231 shares of the company’s stock valued at $4,137,000 after purchasing an additional 10,947 shares during the last quarter. Finally, Financial Advocates Investment Management raised its holdings in iShares Core Moderate Allocation ETF by 34.8% during the fourth quarter. Financial Advocates Investment Management now owns 82,073 shares of the company’s stock worth $3,565,000 after purchasing an additional 21,199 shares in the last quarter.

iShares Core Moderate Allocation ETF Trading Up 0.3 %

Shares of NYSEARCA:AOM opened at $44.31 on Tuesday. The firm has a 50 day simple moving average of $43.99 and a 200-day simple moving average of $44.13. The company has a market capitalization of $1.44 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month high of $45.31.

iShares Core Moderate Allocation ETF Company 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.