Wealth Forward LLC Reduces Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Wealth Forward LLC trimmed its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 16.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,894 shares of the company’s stock after selling 1,757 shares during the quarter. iShares Core Moderate Allocation ETF makes up 0.3% of Wealth Forward LLC’s investment portfolio, making the stock its 24th largest position. Wealth Forward LLC’s holdings in iShares Core Moderate Allocation ETF were worth $386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Aptus Capital Advisors LLC grew its holdings in shares of iShares Core Moderate Allocation ETF by 502.7% in the third quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after purchasing an additional 558 shares during the last quarter. Sunbelt Securities Inc. grew 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 acquiring an additional 395 shares during the last quarter. RPg Family Wealth Advisory LLC purchased a new position in shares of iShares Core Moderate Allocation ETF in the third quarter valued at about $137,000. Darwin Wealth Management LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the third quarter valued at about $194,000. Finally, BOS Asset Management LLC bought a new stake in shares of iShares Core Moderate Allocation ETF in the third quarter worth about $204,000.

iShares Core Moderate Allocation ETF Stock Performance

NYSEARCA AOM opened at $43.93 on Tuesday. The stock has a market cap of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week high of $45.31. The stock has a 50 day simple moving average of $44.04 and a two-hundred day simple moving average of $44.08.

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.