Summit Wealth Partners LLC Cuts Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Summit Wealth Partners LLC decreased its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,714 shares of the company’s stock after selling 1,077 shares during the quarter. Summit Wealth Partners LLC owned 0.05% of iShares Core Moderate Allocation ETF worth $769,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the company. Brookstone Capital Management boosted its holdings in iShares Core Moderate Allocation ETF by 0.7% in the third quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock worth $4,898,000 after purchasing an additional 808 shares during the last quarter. Sovereign Financial Group Inc. boosted its holdings in iShares Core Moderate Allocation ETF by 6.2% in the third quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock worth $844,000 after purchasing an additional 1,097 shares during the last quarter. Royal Fund Management LLC boosted its holdings in iShares Core Moderate Allocation ETF by 18.1% in the third quarter. Royal Fund Management LLC now owns 100,387 shares of the company’s stock worth $4,537,000 after purchasing an additional 15,360 shares during the last quarter. Syntrinsic LLC boosted its holdings in iShares Core Moderate Allocation ETF by 4.0% in the third quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock worth $386,000 after purchasing an additional 340 shares during the last quarter. Finally, Fiduciary Financial Group LLC boosted its holdings in iShares Core Moderate Allocation ETF by 12.2% in the third quarter. Fiduciary Financial Group LLC now owns 5,164 shares of the company’s stock worth $230,000 after purchasing an additional 561 shares during the last quarter.

iShares Core Moderate Allocation ETF Trading Up 0.3 %

Shares of AOM stock opened at $44.29 on Thursday. iShares Core Moderate Allocation ETF has a 12-month low of $41.10 and a 12-month high of $45.31. The firm’s 50 day moving average is $44.01 and its 200 day moving average is $44.11. The stock has a market capitalization of $1.44 billion, a P/E ratio of 16.61 and a beta of 0.47.

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.