Heirloom Wealth Management Buys 3,910 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Heirloom Wealth Management raised its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 49.2% in the fourth quarter, Holdings Channel reports. The firm owned 11,850 shares of the company’s stock after acquiring an additional 3,910 shares during the quarter. Heirloom Wealth Management’s holdings in iShares Core Moderate Allocation ETF were worth $515,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in AOM. Claro Advisors LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth approximately $790,000. Patton Albertson Miller Group LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 4.2% during the 3rd quarter. Patton Albertson Miller Group LLC now owns 41,822 shares of the company’s stock worth $1,887,000 after buying an additional 1,693 shares during the last quarter. Sunbelt Securities Inc. grew its stake in 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 buying an additional 395 shares during the last quarter. Summit Wealth Partners LLC lifted its position in iShares Core Moderate Allocation ETF by 2.2% during the second quarter. Summit Wealth Partners LLC now owns 18,865 shares of the company’s stock worth $811,000 after acquiring an additional 410 shares during the last quarter. Finally, Investment Advisory Group LLC boosted its holdings in shares of iShares Core Moderate Allocation ETF by 1.4% during the third quarter. Investment Advisory Group LLC now owns 130,380 shares of the company’s stock worth $5,881,000 after acquiring an additional 1,855 shares during the period.

iShares Core Moderate Allocation ETF Trading Down 0.1 %

NYSEARCA:AOM opened at $44.06 on Monday. iShares Core Moderate Allocation ETF has a 1-year low of $41.10 and a 1-year high of $45.31. The stock has a market cap of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. The stock has a 50 day simple moving average of $44.04 and a 200 day simple moving average of $44.08.

iShares Core Moderate Allocation ETF 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.