Compass Financial Group INC SD Reduces Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Compass Financial Group INC SD lessened its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 7.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,723 shares of the company’s stock after selling 360 shares during the quarter. Compass Financial Group INC SD’s holdings in iShares Core Moderate Allocation ETF were worth $205,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Claro Advisors LLC purchased a new stake in iShares Core Moderate Allocation ETF in the third quarter valued at $790,000. Patton Albertson Miller Group LLC increased its position in shares of iShares Core Moderate Allocation ETF by 4.2% during the 3rd quarter. Patton Albertson Miller Group LLC now owns 41,822 shares of the company’s stock worth $1,887,000 after purchasing an additional 1,693 shares during the last quarter. Sunbelt Securities Inc. raised its holdings in iShares Core Moderate Allocation ETF by 19.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock valued at $111,000 after buying an additional 395 shares during the period. Creative Planning acquired a new position in iShares Core Moderate Allocation ETF in the third quarter valued at about $311,000. Finally, Jim Saulnier & Associates LLC purchased a new position in iShares Core Moderate Allocation ETF during the third quarter worth about $1,246,000.

iShares Core Moderate Allocation ETF Price Performance

Shares of AOM opened at $44.71 on Friday. The firm has a 50-day simple moving average of $43.95 and a two-hundred day simple moving average of $44.15. The stock has a market cap of $1.45 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 1-year low of $41.10 and a 1-year high of $45.31.

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.