Foundations Investment Advisors LLC Grows Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Foundations Investment Advisors LLC boosted its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 17.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 356,996 shares of the company’s stock after buying an additional 52,973 shares during the period. Foundations Investment Advisors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $15,508,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the company. Heirloom Wealth Management boosted its holdings in iShares Core Moderate Allocation ETF by 49.2% in the 4th quarter. Heirloom Wealth Management now owns 11,850 shares of the company’s stock valued at $515,000 after purchasing an additional 3,910 shares during the period. Jim Saulnier & Associates LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 3.2% during the 4th quarter. Jim Saulnier & Associates LLC now owns 28,505 shares of the company’s stock worth $1,238,000 after acquiring an additional 886 shares during the last quarter. Legacy Financial Group LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 2.5% during the 4th quarter. Legacy Financial Group LLC now owns 15,839 shares of the company’s stock worth $688,000 after acquiring an additional 383 shares during the last quarter. Fort Henry Capital LLC lifted its holdings 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 during the last quarter. Finally, Patton Albertson Miller Group LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 2.2% during the 4th quarter. Patton Albertson Miller Group LLC now owns 42,722 shares of the company’s stock worth $1,856,000 after acquiring an additional 900 shares during the last quarter.

iShares Core Moderate Allocation ETF Stock Performance

NYSEARCA AOM opened at $43.95 on Monday. iShares Core Moderate Allocation ETF has a 52-week low of $41.10 and a 52-week high of $45.31. The company has a market capitalization of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. The company has a fifty day moving average of $44.04 and a 200-day moving average of $44.08.

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.