iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Shares Acquired by Heirloom Wealth Management

Heirloom Wealth Management grew its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 11.8% during the fourth quarter, HoldingsChannel reports. The firm owned 10,573 shares of the company’s stock after purchasing an additional 1,116 shares during the quarter. Heirloom Wealth Management’s holdings in iShares Core Moderate Allocation ETF were worth $439,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. American Trust acquired a new position in shares of iShares Core Moderate Allocation ETF in the third quarter valued at approximately $289,000. AdvisorNet Financial Inc boosted its stake in shares of iShares Core Moderate Allocation ETF by 196.0% in the fourth quarter. AdvisorNet Financial Inc now owns 3,286 shares of the company’s stock valued at $136,000 after buying an additional 2,176 shares in the last quarter. RFP Financial Group LLC boosted its stake in shares of iShares Core Moderate Allocation ETF by 487.4% in the third quarter. RFP Financial Group LLC now owns 2,150 shares of the company’s stock valued at $84,000 after buying an additional 1,784 shares in the last quarter. Financial Enhancement Group LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF in the fourth quarter valued at approximately $513,000. Finally, Waverly Advisors LLC boosted its stake in shares of iShares Core Moderate Allocation ETF by 5.4% in the third quarter. Waverly Advisors LLC now owns 64,898 shares of the company’s stock valued at $2,526,000 after buying an additional 3,298 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Down 0.1 %

Shares of iShares Core Moderate Allocation ETF stock traded down $0.06 during trading on Friday, reaching $41.16. The company’s stock had a trading volume of 99,306 shares, compared to its average volume of 156,921. iShares Core Moderate Allocation ETF has a 12-month low of $37.72 and a 12-month high of $42.83. The company has a market capitalization of $1.33 billion, a P/E ratio of 16.50 and a beta of 0.45. The business has a 50 day moving average price of $42.07 and a 200-day moving average price of $40.86.

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.