RTD Financial Advisors Inc. lowered its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 25.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 8,763 shares of the company’s stock after selling 3,002 shares during the period. RTD Financial Advisors Inc.’s holdings in iShares Core Moderate Allocation ETF were worth $381,000 as of its most recent SEC filing.
Other institutional investors also recently modified their holdings of the company. Aptus Capital Advisors LLC raised its holdings in shares of iShares Core Moderate Allocation ETF by 502.7% during the third quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after acquiring an additional 558 shares in the last quarter. Sunbelt Securities Inc. increased its position in iShares Core Moderate Allocation ETF by 19.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock worth $111,000 after purchasing an additional 395 shares during the last quarter. RPg Family Wealth Advisory LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth about $137,000. Darwin Wealth Management LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter valued at about $194,000. Finally, BOS Asset Management LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter valued at about $204,000.
iShares Core Moderate Allocation ETF Stock Performance
NYSEARCA:AOM opened at $44.06 on Friday. The company has a market capitalization of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. The stock’s 50 day moving average price is $44.04 and its 200 day moving average price is $44.07. iShares Core Moderate Allocation ETF has a 52 week low of $41.10 and a 52 week high of $45.31.
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.
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