Investment Advisory Group LLC Boosts Stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Investment Advisory Group LLC increased its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 1.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 130,380 shares of the company’s stock after purchasing an additional 1,855 shares during the quarter. iShares Core Moderate Allocation ETF accounts for approximately 2.0% of Investment Advisory Group LLC’s portfolio, making the stock its 11th biggest position. Investment Advisory Group LLC’s holdings in iShares Core Moderate Allocation ETF were worth $5,881,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Atria Wealth Solutions Inc. boosted its holdings in iShares Core Moderate Allocation ETF by 1.4% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock valued at $788,000 after acquiring an additional 245 shares during the period. Syntrinsic LLC grew its holdings in shares of iShares Core Moderate Allocation ETF by 4.0% in the third quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after purchasing an additional 340 shares in the last quarter. Investment Partners LTD. increased its stake in iShares Core Moderate Allocation ETF by 4.0% during the 1st quarter. Investment Partners LTD. now owns 9,208 shares of the company’s stock worth $394,000 after buying an additional 355 shares during the period. Global Financial Private Client LLC lifted its holdings in iShares Core Moderate Allocation ETF by 2.1% during the 2nd quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock worth $788,000 after buying an additional 373 shares in the last quarter. Finally, SteelPeak Wealth LLC boosted its position in iShares Core Moderate Allocation ETF by 2.2% in the 2nd quarter. SteelPeak Wealth LLC now owns 17,289 shares of the company’s stock valued at $744,000 after buying an additional 380 shares during the period.

iShares Core Moderate Allocation ETF Price Performance

Shares of AOM traded down $0.05 during mid-day trading on Tuesday, reaching $44.57. The company’s stock had a trading volume of 111,303 shares, compared to its average volume of 123,066. iShares Core Moderate Allocation ETF has a 12-month low of $37.72 and a 12-month high of $45.31. The stock has a market cap of $1.45 billion, a PE ratio of 16.61 and a beta of 0.47. The company’s 50 day moving average is $44.31 and its 200 day moving average is $43.21.

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.