Mutual Advisors LLC Lowers Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Mutual Advisors LLC reduced its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 0.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,575 shares of the company’s stock after selling 501 shares during the period. Mutual Advisors LLC owned 0.22% of iShares Core Moderate Allocation ETF worth $3,074,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of AOM. Foundations Investment Advisors LLC grew its stake in iShares Core Moderate Allocation ETF by 11.3% in the third quarter. Foundations Investment Advisors LLC now owns 304,023 shares of the company’s stock worth $13,714,000 after purchasing an additional 30,870 shares in the last quarter. Weitzel Financial Services Inc. lifted its holdings in shares of iShares Core Moderate Allocation ETF by 2.5% in the 3rd quarter. Weitzel Financial Services Inc. now owns 269,991 shares of the company’s stock worth $12,161,000 after buying an additional 6,530 shares during the period. Kavar Capital Partners Group LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth $12,138,000. Focus Financial Network Inc. increased its stake in shares of iShares Core Moderate Allocation ETF by 67.0% during the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock valued at $7,583,000 after buying an additional 67,429 shares during the period. Finally, Weaver Consulting Group increased its stake in shares of iShares Core Moderate Allocation ETF by 1.4% during the fourth quarter. Weaver Consulting Group now owns 160,104 shares of the company’s stock valued at $6,955,000 after buying an additional 2,238 shares during the period.

iShares Core Moderate Allocation ETF Price Performance

NYSEARCA:AOM opened at $44.10 on Friday. iShares Core Moderate Allocation ETF has a 1-year low of $41.10 and a 1-year high of $45.31. The company has a 50-day moving average of $44.04 and a 200 day moving average of $44.06. The firm 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.