BOS Asset Management LLC Makes New $204,000 Investment in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

BOS Asset Management LLC bought a new stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 4,532 shares of the company’s stock, valued at approximately $204,000.

A number of other large investors have also recently made changes to their positions in the company. Atria Wealth Solutions Inc. lifted its stake in iShares Core Moderate Allocation ETF by 1.4% in the second quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock valued at $788,000 after buying an additional 245 shares during the last quarter. Syntrinsic LLC grew its position in iShares Core Moderate Allocation ETF by 4.0% during the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock worth $386,000 after purchasing an additional 340 shares during the last quarter. Investment Partners LTD. increased its stake in iShares Core Moderate Allocation ETF by 4.0% in the first quarter. Investment Partners LTD. now owns 9,208 shares of the company’s stock valued at $394,000 after purchasing an additional 355 shares during the period. Global Financial Private Client LLC raised its holdings in shares of iShares Core Moderate Allocation ETF by 2.1% in the second quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock valued at $788,000 after buying an additional 373 shares during the last quarter. Finally, SteelPeak Wealth LLC grew its holdings in shares of iShares Core Moderate Allocation ETF by 2.2% during the second quarter. SteelPeak Wealth LLC now owns 17,289 shares of the company’s stock worth $744,000 after buying an additional 380 shares during the last quarter.

iShares Core Moderate Allocation ETF Stock Up 0.3 %

AOM opened at $44.69 on Thursday. iShares Core Moderate Allocation ETF has a 52 week low of $37.72 and a 52 week high of $45.31. The business has a 50 day moving average price of $44.39 and a two-hundred day moving average price of $43.24. The company has a market cap of $1.45 billion, a PE 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.