CGN Advisors LLC lifted its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 22.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 5,793 shares of the company’s stock after purchasing an additional 1,069 shares during the period. CGN Advisors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $252,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently made changes to their positions in AOM. SteelPeak Wealth LLC increased its position in shares of iShares Core Moderate Allocation ETF by 1.6% during the third quarter. SteelPeak Wealth LLC now owns 17,566 shares of the company’s stock valued at $792,000 after buying an additional 277 shares during the period. Smith Anglin Financial LLC grew its stake in iShares Core Moderate Allocation ETF by 0.6% during the fourth quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock valued at $2,222,000 after acquiring an additional 282 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in iShares Core Moderate Allocation ETF by 0.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 92,376 shares of the company’s stock worth $4,167,000 after acquiring an additional 295 shares during the period. Syntrinsic LLC lifted its stake in iShares Core Moderate Allocation ETF by 4.0% in the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock worth $386,000 after purchasing an additional 340 shares in the last quarter. Finally, TPG Financial Advisors LLC boosted its holdings in iShares Core Moderate Allocation ETF by 7.3% in the 4th quarter. TPG Financial Advisors LLC now owns 5,352 shares of the company’s stock valued at $232,000 after purchasing an additional 365 shares during the period.
iShares Core Moderate Allocation ETF Price Performance
AOM opened at $43.71 on Friday. The firm has a market capitalization of $1.42 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a one year low of $40.84 and a one year high of $45.31. The company has a fifty day moving average price of $44.06 and a 200-day moving average price of $44.05.
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.
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