Marino Stram & Associates LLC Trims Stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Marino Stram & Associates LLC lowered its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 17,548 shares of the company’s stock after selling 476 shares during the period. Marino Stram & Associates LLC’s holdings in iShares Core Moderate Allocation ETF were worth $762,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. SteelPeak Wealth LLC raised its holdings in iShares Core Moderate Allocation ETF by 1.6% in the 3rd quarter. SteelPeak Wealth LLC now owns 17,566 shares of the company’s stock valued at $792,000 after acquiring an additional 277 shares during the last quarter. Smith Anglin Financial LLC grew its stake in shares of 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 grew its stake in shares of iShares Core Moderate Allocation ETF by 0.3% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 92,376 shares of the company’s stock valued at $4,167,000 after acquiring an additional 295 shares in the last quarter. Syntrinsic LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 4.0% during the third quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after acquiring an additional 340 shares in the last quarter. Finally, TPG Financial Advisors LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 7.3% during the fourth quarter. TPG Financial Advisors LLC now owns 5,352 shares of the company’s stock valued at $232,000 after acquiring an additional 365 shares in the last quarter.

iShares Core Moderate Allocation ETF Price Performance

Shares of iShares Core Moderate Allocation ETF stock opened at $43.97 on Thursday. The company has a market capitalization of $1.43 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 1-year low of $41.10 and a 1-year high of $45.31. The business has a 50-day moving average of $44.04 and a 200-day moving average of $44.07.

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.