Aveo Capital Partners LLC Purchases 1,062 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Aveo Capital Partners LLC raised its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 42,455 shares of the company’s stock after acquiring an additional 1,062 shares during the quarter. Aveo Capital Partners LLC’s holdings in iShares Core Moderate Allocation ETF were worth $1,844,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Aptus Capital Advisors LLC boosted its position 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 acquiring an additional 558 shares in the last quarter. Comprehensive Financial Planning Inc. PA purchased a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at approximately $51,000. Sunbelt Securities Inc. raised its holdings 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 worth $111,000 after acquiring an additional 395 shares during the last quarter. Hantz Financial Services Inc. purchased a new position in iShares Core Moderate Allocation ETF in the 4th quarter worth approximately $107,000. Finally, WestEnd Advisors LLC purchased a new position in iShares Core Moderate Allocation ETF in the 4th quarter worth approximately $110,000.

iShares Core Moderate Allocation ETF Stock Up 0.5 %

Shares of NYSEARCA AOM opened at $44.71 on Friday. iShares Core Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month high of $45.31. The firm has a market cap of $1.45 billion, a P/E ratio of 16.61 and a beta of 0.47. The company has a 50 day moving average of $43.95 and a 200 day moving average of $44.15.

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.