Lodestar Private Asset Management LLC increased its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 13.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,231 shares of the company’s stock after buying an additional 10,947 shares during the period. Lodestar Private Asset Management LLC owned about 0.29% of iShares Core Moderate Allocation ETF worth $4,137,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently added to or reduced their stakes in AOM. Brookstone Capital Management increased its position in shares of iShares Core Moderate Allocation ETF by 0.7% during the third quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock worth $4,898,000 after acquiring an additional 808 shares during the last quarter. Syntrinsic LLC increased its holdings in iShares Core Moderate Allocation ETF by 4.0% during the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock worth $386,000 after purchasing an additional 340 shares during the last quarter. Fiduciary Financial Group LLC raised its position in shares of iShares Core Moderate Allocation ETF by 12.2% in 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 in the last quarter. Concourse Financial Group Securities Inc. boosted its stake in shares of iShares Core Moderate Allocation ETF by 7.0% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 27,547 shares of the company’s stock valued at $1,243,000 after buying an additional 1,811 shares during the last quarter. Finally, Creative Planning acquired a new stake in shares of iShares Core Moderate Allocation ETF during the third quarter worth approximately $311,000.
iShares Core Moderate Allocation ETF Trading Up 0.3 %
Shares of NYSEARCA:AOM opened at $44.41 on Friday. The firm has a market cap of $1.44 billion, a PE ratio of 16.61 and a beta of 0.47. The company has a fifty day simple moving average of $44.01 and a 200 day simple moving average of $44.11. iShares Core Moderate Allocation ETF has a 12-month low of $41.10 and a 12-month high of $45.31.
About iShares Core Moderate Allocation ETF
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.
Further Reading
- Five stocks we like better than iShares Core Moderate Allocation ETF
- 3 Must-Buy Warren Buffett Stocks for Volatile Times
- Uber’s Business, Cash Flow, and AI are Why it Will Set a New High
- What is Short Interest? How to Use It
- Weak Guidance from Bristol-Myers Could Be Creating an Opportunity
- What Are Some of the Best Large-Cap Stocks to Buy?
- These are the 3 Stocks Most Likely to Split in 2025
Want to see what other hedge funds are holding AOM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report).
Receive News & Ratings for iShares Core Moderate Allocation ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core Moderate Allocation ETF and related companies with MarketBeat.com's FREE daily email newsletter.