Financial Advisors LLC Has $209,000 Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Financial Advisors LLC cut its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 33.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,045 shares of the company’s stock after selling 2,488 shares during the period. Financial Advisors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $209,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Investment Partners LTD. lifted its position in iShares Core Moderate Allocation ETF by 28.5% during the 4th quarter. Investment Partners LTD. now owns 8,853 shares of the company’s stock valued at $367,000 after purchasing an additional 1,961 shares during the period. Atria Wealth Solutions Inc. lifted its holdings in iShares Core Moderate Allocation ETF by 4.4% during the fourth quarter. Atria Wealth Solutions Inc. now owns 18,609 shares of the company’s stock worth $772,000 after acquiring an additional 788 shares in the last quarter. Ellenbecker Investment Group grew its stake in iShares Core Moderate Allocation ETF by 38.7% in the fourth quarter. Ellenbecker Investment Group now owns 24,669 shares of the company’s stock valued at $1,024,000 after acquiring an additional 6,877 shares during the period. National Wealth Management Group LLC bought a new stake in shares of iShares Core Moderate Allocation ETF in the fourth quarter worth about $617,000. Finally, Sigma Planning Corp raised its position in shares of iShares Core Moderate Allocation ETF by 2.2% during the fourth quarter. Sigma Planning Corp now owns 13,366 shares of the company’s stock worth $555,000 after purchasing an additional 283 shares during the period.

iShares Core Moderate Allocation ETF Trading Up 0.5 %

Shares of NYSEARCA:AOM traded up $0.20 during trading on Friday, hitting $41.62. 70,186 shares of the company’s stock traded hands, compared to its average volume of 152,490. The company has a 50-day moving average price of $42.07 and a 200-day moving average price of $40.98. iShares Core Moderate Allocation ETF has a 52 week low of $37.72 and a 52 week high of $42.83. The company has a market cap of $1.34 billion, a price-to-earnings ratio of 16.50 and a beta of 0.45.

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.