Ellenbecker Investment Group Acquires 9,685 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Ellenbecker Investment Group grew its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 24.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,253 shares of the company’s stock after acquiring an additional 9,685 shares during the period. iShares Core Moderate Allocation ETF accounts for approximately 0.4% of Ellenbecker Investment Group’s holdings, making the stock its 24th largest position. Ellenbecker Investment Group owned about 0.15% of iShares Core Moderate Allocation ETF worth $2,140,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC bought a new position in iShares Core Moderate Allocation ETF during the second quarter valued at about $29,000. Aptus Capital Advisors LLC raised its stake 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 in the last quarter. Sunbelt Securities Inc. lifted its holdings 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 bought a new stake in iShares Core Moderate Allocation ETF during the third quarter worth approximately $137,000. Finally, Darwin Wealth Management LLC acquired a new position in iShares Core Moderate Allocation ETF during the third quarter valued at approximately $194,000.

iShares Core Moderate Allocation ETF Trading Down 0.0 %

Shares of iShares Core Moderate Allocation ETF stock opened at $42.93 on Tuesday. The firm has a fifty day simple moving average of $44.14 and a 200-day simple moving average of $44.04. The stock has a market capitalization of $1.39 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 1-year low of $40.75 and a 1-year 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.