Stifel Financial Corp cut its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 9.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,889 shares of the company’s stock after selling 1,014 shares during the quarter. Stifel Financial Corp’s holdings in iShares Core Moderate Allocation ETF were worth $446,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of AOM. Ashton Thomas Private Wealth LLC acquired a new position in shares of iShares Core Moderate Allocation ETF during the 2nd quarter worth about $29,000. Aptus Capital Advisors LLC raised its position in shares of iShares Core Moderate Allocation ETF by 502.7% in the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock valued at $30,000 after acquiring an additional 558 shares during the period. RPg Family Wealth Advisory LLC bought a new position in iShares Core Moderate Allocation ETF during the 3rd quarter worth approximately $137,000. Darwin Wealth Management LLC acquired a new position in iShares Core Moderate Allocation ETF during the third quarter valued at approximately $194,000. Finally, BOS Asset Management LLC acquired a new position in iShares Core Moderate Allocation ETF during the third quarter valued at approximately $204,000.
iShares Core Moderate Allocation ETF Stock Performance
AOM opened at $43.59 on Friday. The firm’s fifty day moving average is $44.31 and its two-hundred day moving average is $44.01. The firm has a market cap of $1.41 billion, a PE ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a twelve month low of $40.75 and a twelve 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.
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