Congress Asset Management Co. purchased a new stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 12,293 shares of the company’s stock, valued at approximately $534,000.
Several other hedge funds also recently modified their holdings of AOM. SteelPeak Wealth LLC raised its holdings in shares of iShares Core Moderate Allocation ETF by 1.6% in 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 grew its position in 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 during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings 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 buying an additional 295 shares in the last quarter. Bright Futures Wealth Management LLC. lifted its position in shares of iShares Core Moderate Allocation ETF by 4.3% during the 4th quarter. Bright Futures Wealth Management LLC. now owns 7,472 shares of the company’s stock valued at $329,000 after acquiring an additional 305 shares during the last quarter. Finally, Fort Henry Capital LLC boosted its stake in shares of iShares Core Moderate Allocation ETF by 1.4% during the 4th quarter. Fort Henry Capital LLC now owns 23,951 shares of the company’s stock worth $1,040,000 after acquiring an additional 340 shares in the last quarter.
iShares Core Moderate Allocation ETF Stock Down 0.3 %
Shares of iShares Core Moderate Allocation ETF stock opened at $44.58 on Wednesday. iShares Core Moderate Allocation ETF has a 12-month low of $41.10 and a 12-month high of $45.31. The firm has a market capitalization of $1.45 billion, a PE ratio of 16.61 and a beta of 0.47. The stock’s fifty day moving average is $43.93 and its 200-day moving average is $44.18.
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.
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