Foundations Investment Advisors LLC raised its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 17.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 356,996 shares of the company’s stock after buying an additional 52,973 shares during the quarter. Foundations Investment Advisors LLC owned about 1.10% of iShares Core Moderate Allocation ETF worth $15,508,000 as of its most recent filing with the SEC.
Other institutional investors also recently bought and sold shares of the company. Aptus Capital Advisors LLC increased its stake in 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 buying an additional 558 shares during the period. Sunbelt Securities Inc. increased its stake in iShares Core Moderate Allocation ETF by 19.2% in the 3rd 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 acquired a new position in iShares Core Moderate Allocation ETF in the 3rd quarter valued at $137,000. Darwin Wealth Management LLC acquired a new position in iShares Core Moderate Allocation ETF in the 3rd quarter valued at $194,000. Finally, BOS Asset Management LLC acquired a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth $204,000.
iShares Core Moderate Allocation ETF Stock Down 0.3 %
NYSEARCA:AOM opened at $43.95 on Monday. The stock has a market cap of $1.43 billion, a PE ratio of 16.61 and a beta of 0.47. The firm’s fifty day simple moving average is $44.04 and its 200-day simple moving average is $44.08. iShares Core Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week 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.
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