Sunbelt Securities Inc. Has $111,000 Stock Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Sunbelt Securities Inc. boosted its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 19.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,450 shares of the company’s stock after purchasing an additional 395 shares during the quarter. Sunbelt Securities Inc.’s holdings in iShares Core Moderate Allocation ETF were worth $111,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Raymond James & Associates lifted its holdings in shares of iShares Core Moderate Allocation ETF by 9.3% in the second quarter. Raymond James & Associates now owns 34,885 shares of the company’s stock valued at $1,500,000 after purchasing an additional 2,982 shares in the last quarter. Milestone Asset Management LLC lifted its stake in iShares Core Moderate Allocation ETF by 9.4% in the 2nd quarter. Milestone Asset Management LLC now owns 19,820 shares of the company’s stock worth $852,000 after acquiring an additional 1,699 shares in the last quarter. Onyx Bridge Wealth Group LLC boosted its position in iShares Core Moderate Allocation ETF by 9.1% during the 2nd quarter. Onyx Bridge Wealth Group LLC now owns 65,996 shares of the company’s stock worth $2,839,000 after acquiring an additional 5,522 shares during the period. 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. Finally, Concourse Financial Group Securities Inc. increased its holdings in shares of iShares Core Moderate Allocation ETF by 45.2% in the 2nd quarter. Concourse Financial Group Securities Inc. now owns 25,736 shares of the company’s stock valued at $1,107,000 after purchasing an additional 8,014 shares during the period.

iShares Core Moderate Allocation ETF Price Performance

NYSEARCA AOM opened at $44.66 on Friday. The firm has a market capitalization of $1.45 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. The company has a 50 day simple moving average of $44.44 and a 200-day simple moving average of $43.93. iShares Core Moderate Allocation ETF has a 52-week low of $40.75 and a 52-week high of $45.31.

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.