Aveo Capital Partners LLC Grows Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Aveo Capital Partners LLC raised its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,455 shares of the company’s stock after purchasing an additional 1,062 shares during the period. Aveo Capital Partners LLC owned approximately 0.13% of iShares Core Moderate Allocation ETF worth $1,844,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in AOM. Creative Planning purchased a new position in shares of iShares Core Moderate Allocation ETF in the third quarter worth about $311,000. Ellenbecker Investment Group increased its holdings in shares of iShares Core Moderate Allocation ETF by 4.2% in the third quarter. Ellenbecker Investment Group now owns 39,568 shares of the company’s stock worth $1,785,000 after buying an additional 1,606 shares during the period. Claro Advisors LLC purchased a new position in shares of iShares Core Moderate Allocation ETF in the third quarter worth about $790,000. Foundations Investment Advisors LLC increased its holdings in shares of 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 buying an additional 30,870 shares during the period. Finally, Tempus Wealth Planning LLC increased its holdings in shares of iShares Core Moderate Allocation ETF by 8.6% in the third quarter. Tempus Wealth Planning LLC now owns 8,957 shares of the company’s stock worth $404,000 after buying an additional 707 shares during the period.

iShares Core Moderate Allocation ETF Trading Up 0.5 %

AOM opened at $44.71 on Friday. The company has a market cap of $1.45 billion, a P/E ratio of 16.61 and a beta of 0.47. The business’s 50-day moving average price is $43.95 and its 200-day moving average price is $44.15. iShares Core Moderate Allocation ETF has a 12 month low of $41.10 and a 12 month 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.