Clear Creek Financial Management LLC lessened its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 12.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,299 shares of the company’s stock after selling 1,881 shares during the quarter. Clear Creek Financial Management LLC’s holdings in iShares Core Moderate Allocation ETF were worth $578,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also modified their holdings of AOM. NewEdge Advisors LLC lifted its position in shares of iShares Core Moderate Allocation ETF by 310.7% during the 2nd quarter. NewEdge Advisors LLC now owns 23,733 shares of the company’s stock worth $1,021,000 after buying an additional 17,954 shares during the period. Brookstone Capital Management lifted its position in shares of iShares Core Moderate Allocation ETF by 0.7% during the 3rd quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock worth $4,898,000 after buying an additional 808 shares during the period. Sovereign Financial Group Inc. lifted its position in shares of iShares Core Moderate Allocation ETF by 6.2% during the 3rd quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock worth $844,000 after buying an additional 1,097 shares during the period. Royal Fund Management LLC lifted its position in shares of iShares Core Moderate Allocation ETF by 18.1% during the 3rd quarter. Royal Fund Management LLC now owns 100,387 shares of the company’s stock worth $4,537,000 after buying an additional 15,360 shares during the period. Finally, Syntrinsic LLC increased its holdings 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 purchasing an additional 340 shares in the last quarter.
iShares Core Moderate Allocation ETF Price Performance
AOM stock opened at $44.08 on Monday. The business has a fifty day moving average price of $44.03 and a 200 day moving average price of $44.10. iShares Core Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week high of $45.31. The stock has a market capitalization of $1.43 billion, a price-to-earnings 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.
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