Weitzel Financial Services Inc. increased its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 269,991 shares of the company’s stock after purchasing an additional 6,530 shares during the period. iShares Core Moderate Allocation ETF accounts for approximately 5.7% of Weitzel Financial Services Inc.’s investment portfolio, making the stock its 7th biggest position. Weitzel Financial Services Inc. owned approximately 0.83% of iShares Core Moderate Allocation ETF worth $12,161,000 at the end of the most recent reporting period.
Other hedge funds have also recently modified their holdings of the company. Atria Wealth Solutions Inc. grew its stake in iShares Core Moderate Allocation ETF by 1.4% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock valued at $788,000 after acquiring an additional 245 shares in the last quarter. SteelPeak Wealth LLC grew its stake in iShares Core Moderate Allocation ETF by 1.6% during 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 in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake 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 valued at $4,167,000 after acquiring an additional 295 shares in the last quarter. Syntrinsic LLC grew its stake 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 valued at $386,000 after acquiring an additional 340 shares in the last quarter. Finally, Global Financial Private Client LLC grew its stake in iShares Core Moderate Allocation ETF by 2.1% during the 2nd quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock valued at $788,000 after acquiring an additional 373 shares in the last quarter.
iShares Core Moderate Allocation ETF Trading Up 0.1 %
Shares of NYSEARCA AOM opened at $44.20 on Thursday. The company has a 50-day moving average of $44.47 and a 200 day moving average of $43.48. iShares Core Moderate Allocation ETF has a 12-month low of $38.86 and a 12-month high of $45.31. The stock has a market cap of $1.43 billion, a PE ratio of 16.61 and a beta of 0.47.
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.
Featured Stories
- Five stocks we like better than iShares Core Moderate Allocation ETF
- 3 Monster Growth Stocks to Buy Now
- Monster Beverage Is a Scary Good Deal at Current Levels
- What is the Euro STOXX 50 Index?
- 2 Online Educational Platforms Staging a Turnaround
- Trading Stocks: RSI and Why it’s Useful
- Top 3 Sectors Outperforming After Trump’s Victory
Want to see what other hedge funds are holding AOM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report).
Receive News & Ratings for iShares Core Moderate Allocation ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core Moderate Allocation ETF and related companies with MarketBeat.com's FREE daily email newsletter.