TRUE Private Wealth Advisors Has $1.92 Million Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

TRUE Private Wealth Advisors raised its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 42,495 shares of the company’s stock after buying an additional 881 shares during the quarter. TRUE Private Wealth Advisors owned 0.13% of iShares Core Moderate Allocation ETF worth $1,917,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in AOM. Foundations Investment Advisors LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 11.3% in the third quarter. Foundations Investment Advisors LLC now owns 304,023 shares of the company’s stock worth $13,714,000 after acquiring an additional 30,870 shares during the last quarter. Weitzel Financial Services Inc. increased its holdings in shares of iShares Core Moderate Allocation ETF by 2.5% during the 3rd quarter. Weitzel Financial Services Inc. now owns 269,991 shares of the company’s stock worth $12,161,000 after purchasing an additional 6,530 shares during the period. Kavar Capital Partners Group LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth about $12,138,000. Focus Financial Network Inc. lifted its stake in shares of iShares Core Moderate Allocation ETF by 67.0% in the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock valued at $7,583,000 after buying an additional 67,429 shares during the period. Finally, Commonwealth Equity Services LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 21.0% in the second quarter. Commonwealth Equity Services LLC now owns 162,698 shares of the company’s stock valued at $6,998,000 after buying an additional 28,240 shares during the period.

iShares Core Moderate Allocation ETF Stock Up 0.5 %

Shares of AOM opened at $44.76 on Friday. The stock’s 50-day moving average price is $44.45 and its 200 day moving average price is $43.76. iShares Core Moderate Allocation ETF has a 12-month low of $40.17 and a 12-month high of $45.31. The firm has a market capitalization of $1.45 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47.

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.