Summit Wealth Partners LLC Sells 1,077 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Summit Wealth Partners LLC trimmed its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 5.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,714 shares of the company’s stock after selling 1,077 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core Moderate Allocation ETF were worth $769,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of AOM. Brookstone Capital Management raised its position in shares of iShares Core Moderate Allocation ETF by 0.7% during the 3rd quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock valued at $4,898,000 after purchasing an additional 808 shares during the period. Sovereign Financial Group Inc. raised its position in shares of iShares Core Moderate Allocation ETF by 6.2% during the 3rd quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock valued at $844,000 after purchasing an additional 1,097 shares during the period. Royal Fund Management LLC raised its position in shares of iShares Core Moderate Allocation ETF by 18.1% during the 3rd quarter. Royal Fund Management LLC now owns 100,387 shares of the company’s stock valued at $4,537,000 after purchasing an additional 15,360 shares during the period. Syntrinsic LLC raised its position in shares of iShares Core Moderate Allocation ETF by 4.0% during the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after purchasing an additional 340 shares during the period. Finally, Fiduciary Financial Group LLC raised its position in shares of iShares Core Moderate Allocation ETF by 12.2% during the 3rd quarter. Fiduciary Financial Group LLC now owns 5,164 shares of the company’s stock valued at $230,000 after purchasing an additional 561 shares during the period.

iShares Core Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM opened at $44.29 on Thursday. The company has a market cap of $1.44 billion, a P/E ratio of 16.61 and a beta of 0.47. The firm’s fifty day moving average is $44.01 and its two-hundred day moving average is $44.11. 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 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.