Integrity Financial Corp WA Reduces Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Integrity Financial Corp WA lessened its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOMFree Report) by 3.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,303 shares of the company’s stock after selling 439 shares during the period. Integrity Financial Corp WA’s holdings in iShares Core Moderate Allocation ETF were worth $615,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AOM. Atria Wealth Solutions Inc. grew its stake in shares of iShares Core Moderate Allocation ETF by 4.4% during the 4th quarter. Atria Wealth Solutions Inc. now owns 18,609 shares of the company’s stock worth $772,000 after purchasing an additional 788 shares during the period. Win Advisors Inc. acquired a new stake in iShares Core Moderate Allocation ETF during the fourth quarter valued at $1,459,000. SRS Capital Advisors Inc. increased its holdings in iShares Core Moderate Allocation ETF by 11.3% in the fourth quarter. SRS Capital Advisors Inc. now owns 8,291 shares of the company’s stock valued at $344,000 after buying an additional 842 shares in the last quarter. Aveo Capital Partners LLC raised its position in shares of iShares Core Moderate Allocation ETF by 2.2% in the fourth quarter. Aveo Capital Partners LLC now owns 38,246 shares of the company’s stock worth $1,588,000 after acquiring an additional 840 shares during the period. Finally, Sovereign Financial Group Inc. boosted its stake in shares of iShares Core Moderate Allocation ETF by 3.8% during the 4th quarter. Sovereign Financial Group Inc. now owns 17,487 shares of the company’s stock worth $726,000 after acquiring an additional 634 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Up 0.2 %

Shares of NYSEARCA:AOM traded up $0.10 during trading on Friday, reaching $44.37. 46,729 shares of the company’s stock traded hands, compared to its average volume of 130,456. The firm has a market cap of $1.44 billion, a PE ratio of 16.61 and a beta of 0.47. The company has a 50-day simple moving average of $43.45 and a 200-day simple moving average of $42.67. iShares Core Moderate Allocation ETF has a fifty-two week low of $37.72 and a fifty-two week high of $44.52.

iShares Core Moderate Allocation ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

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