iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Holdings Boosted by RFG Advisory LLC

RFG Advisory LLC boosted its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 47.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,513 shares of the company’s stock after purchasing an additional 4,048 shares during the period. RFG Advisory LLC’s holdings in iShares Core Moderate Allocation ETF were worth $538,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ellenbecker Investment Group boosted its stake in shares of iShares Core Moderate Allocation ETF by 38.7% during the 4th quarter. Ellenbecker Investment Group now owns 24,669 shares of the company’s stock valued at $1,024,000 after buying an additional 6,877 shares during the period. Brookstone Capital Management lifted its stake in shares of iShares Core Moderate Allocation ETF by 0.7% in the 1st quarter. Brookstone Capital Management now owns 119,193 shares of the company’s stock valued at $5,099,000 after purchasing an additional 820 shares during the last quarter. National Wealth Management Group LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF in the 4th quarter valued at $617,000. Cetera Advisors LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 13.0% in the 1st quarter. Cetera Advisors LLC now owns 42,957 shares of the company’s stock valued at $1,838,000 after purchasing an additional 4,941 shares during the last quarter. Finally, American Trust lifted its stake in shares of iShares Core Moderate Allocation ETF by 5.8% in the 1st quarter. American Trust now owns 8,786 shares of the company’s stock valued at $376,000 after purchasing an additional 480 shares during the last quarter.

iShares Core Moderate Allocation ETF Price Performance

Shares of AOM stock traded up $0.01 on Monday, hitting $43.19. The company’s stock had a trading volume of 61,378 shares, compared to its average volume of 133,272. iShares Core Moderate Allocation ETF has a fifty-two week low of $37.72 and a fifty-two week high of $43.78. The firm’s fifty day moving average price is $43.12 and its 200-day moving average price is $42.42. The stock has a market capitalization of $1.40 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47.

iShares Core Moderate Allocation ETF 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.