iShares Core Moderate Allocation ETF (NYSEARCA:AOM) is Investment Advisory Group LLC’s 10th Largest Position

Investment Advisory Group LLC increased its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 3.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 120,182 shares of the company’s stock after purchasing an additional 4,533 shares during the quarter. iShares Core Moderate Allocation ETF accounts for about 2.3% of Investment Advisory Group LLC’s investment portfolio, making the stock its 10th largest holding. Investment Advisory Group LLC owned about 0.37% of iShares Core Moderate Allocation ETF worth $4,989,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. American Trust bought a new stake in iShares Core Moderate Allocation ETF in the third quarter valued at $289,000. AdvisorNet Financial Inc increased its holdings in shares of iShares Core Moderate Allocation ETF by 196.0% during the fourth quarter. AdvisorNet Financial Inc now owns 3,286 shares of the company’s stock valued at $136,000 after purchasing an additional 2,176 shares during the period. RFP Financial Group LLC increased its holdings in shares of iShares Core Moderate Allocation ETF by 487.4% during the third quarter. RFP Financial Group LLC now owns 2,150 shares of the company’s stock valued at $84,000 after purchasing an additional 1,784 shares during the period. Waverly Advisors LLC increased its holdings in shares of iShares Core Moderate Allocation ETF by 5.4% during the third quarter. Waverly Advisors LLC now owns 64,898 shares of the company’s stock valued at $2,526,000 after purchasing an additional 3,298 shares during the period. Finally, Financial Enhancement Group LLC acquired a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at $513,000.

iShares Core Moderate Allocation ETF Trading Down 0.4 %

NYSEARCA:AOM traded down $0.15 during mid-day trading on Tuesday, reaching $41.29. 32,755 shares of the stock were exchanged, compared to its average volume of 156,843. The business has a fifty day moving average price of $42.10 and a 200 day moving average price of $40.82. The firm has a market capitalization of $1.36 billion, a PE ratio of 14.10 and a beta of 0.45. iShares Core Moderate Allocation ETF has a 1-year low of $37.72 and a 1-year high of $42.83.

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.