Stonebridge Financial Group LLC Buys Shares of 4,890 iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Stonebridge Financial Group LLC purchased a new position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,890 shares of the company’s stock, valued at approximately $212,000.

Other hedge funds also recently made changes to their positions in the company. SteelPeak Wealth LLC lifted its holdings 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 worth $792,000 after purchasing an additional 277 shares in the last quarter. Smith Anglin Financial LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 0.6% in the fourth quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock worth $2,222,000 after buying an additional 282 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in shares of iShares Core Moderate Allocation ETF by 0.3% in 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 during the period. Fort Henry Capital LLC grew its stake in iShares Core Moderate Allocation ETF by 1.4% during the fourth quarter. Fort Henry Capital LLC now owns 23,951 shares of the company’s stock valued at $1,040,000 after acquiring an additional 340 shares in the last quarter. Finally, Brandywine Oak Private Wealth LLC grew its stake in iShares Core Moderate Allocation ETF by 7.7% during the fourth quarter. Brandywine Oak Private Wealth LLC now owns 4,836 shares of the company’s stock valued at $210,000 after acquiring an additional 345 shares in the last quarter.

iShares Core Moderate Allocation ETF Price Performance

NYSEARCA AOM opened at $44.31 on Wednesday. The company’s 50 day simple moving average is $43.98 and its two-hundred day simple moving average is $44.14. iShares Core Moderate Allocation ETF has a 1 year low of $41.10 and a 1 year high of $45.31. The stock has a market capitalization of $1.44 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.