LifePlan Financial LLC Raises Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

LifePlan Financial LLC grew its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 29.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 47,571 shares of the company’s stock after buying an additional 10,736 shares during the quarter. iShares Core Moderate Allocation ETF comprises 1.8% of LifePlan Financial LLC’s portfolio, making the stock its 14th largest holding. LifePlan Financial LLC’s holdings in iShares Core Moderate Allocation ETF were worth $2,067,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Aptus Capital Advisors LLC increased its holdings in iShares Core Moderate Allocation ETF by 502.7% in the third 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 last quarter. Sunbelt Securities Inc. increased its holdings in shares of 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 acquiring an additional 395 shares during the last quarter. RPg Family Wealth Advisory LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth about $137,000. Darwin Wealth Management LLC purchased a new stake in iShares Core Moderate Allocation ETF during the third quarter worth approximately $194,000. Finally, BOS Asset Management LLC acquired a new position in iShares Core Moderate Allocation ETF in the third quarter valued at approximately $204,000.

iShares Core Moderate Allocation ETF Trading Up 0.4 %

Shares of NYSEARCA:AOM opened at $43.71 on Tuesday. The firm has a 50 day simple moving average of $44.06 and a 200-day simple moving average of $44.05. The company has a market capitalization of $1.42 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a twelve month low of $40.84 and a twelve month 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.