iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Holdings Lowered by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. cut its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 25.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,763 shares of the company’s stock after selling 3,002 shares during the period. RTD Financial Advisors Inc.’s holdings in iShares Core Moderate Allocation ETF were worth $381,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Aptus Capital Advisors LLC boosted its stake in iShares Core Moderate Allocation ETF by 502.7% during 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 in the last quarter. Sunbelt Securities Inc. lifted its holdings in shares of iShares Core Moderate Allocation ETF by 19.2% in the third quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock valued at $111,000 after buying an additional 395 shares during the period. RPg Family Wealth Advisory LLC bought a new position in iShares Core Moderate Allocation ETF during the third quarter valued at about $137,000. Darwin Wealth Management LLC acquired a new position in iShares Core Moderate Allocation ETF during the third quarter worth about $194,000. Finally, BOS Asset Management LLC bought a new stake in iShares Core Moderate Allocation ETF in the third quarter worth about $204,000.

iShares Core Moderate Allocation ETF Trading Down 0.1 %

NYSEARCA:AOM opened at $44.06 on Friday. The company has a 50-day moving average of $44.04 and a 200-day moving average of $44.07. The firm has a market cap 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 twelve month low of $41.10 and a twelve 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.