National Wealth Management Group LLC Grows Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

National Wealth Management Group LLC increased its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 6.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,277 shares of the company’s stock after acquiring an additional 583 shares during the quarter. National Wealth Management Group LLC’s holdings in iShares Core Moderate Allocation ETF were worth $464,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Foundations Investment Advisors LLC purchased a new position in shares of iShares Core Moderate Allocation ETF during the second quarter valued at about $11,748,000. Kavar Capital Partners Group LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF in the third quarter worth about $12,138,000. International Assets Investment Management LLC lifted its position in shares of iShares Core Moderate Allocation ETF by 1,808.5% in the third quarter. International Assets Investment Management LLC now owns 99,242 shares of the company’s stock worth $4,477,000 after buying an additional 94,042 shares in the last quarter. Cetera Investment Advisers lifted its position in shares of iShares Core Moderate Allocation ETF by 530.8% in the first quarter. Cetera Investment Advisers now owns 83,594 shares of the company’s stock worth $3,576,000 after buying an additional 70,342 shares in the last quarter. Finally, Focus Financial Network Inc. lifted its position in shares of iShares Core Moderate Allocation ETF by 67.0% in the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock worth $7,583,000 after buying an additional 67,429 shares in the last quarter.

iShares Core Moderate Allocation ETF Trading Up 0.2 %

NYSEARCA:AOM opened at $44.54 on Thursday. The company has a market capitalization of $1.45 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 $40.00 and a 12 month high of $45.31. The business’s 50-day moving average is $44.46 and its 200 day moving average is $43.74.

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.