Venturi Wealth Management LLC Reduces Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Venturi Wealth Management LLC decreased its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 8.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,548 shares of the company’s stock after selling 415 shares during the period. Venturi Wealth Management LLC’s holdings in iShares Core Moderate Allocation ETF were worth $205,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF in the second quarter worth $29,000. RFP Financial Group LLC boosted its stake in shares of iShares Core Moderate Allocation ETF by 25.8% in the first quarter. RFP Financial Group LLC now owns 4,457 shares of the company’s stock worth $191,000 after buying an additional 914 shares during the last quarter. Roman Butler Fullerton & Co. purchased a new position in iShares Core Moderate Allocation ETF during the second quarter valued at approximately $200,000. Fiduciary Financial Group LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF during the 2nd quarter worth approximately $201,000. Finally, BOS Asset Management LLC purchased a new position in shares of iShares Core Moderate Allocation ETF during the 3rd quarter valued at approximately $204,000.

iShares Core Moderate Allocation ETF Price Performance

AOM opened at $44.22 on Thursday. The stock has a market cap of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. The firm has a fifty day moving average price of $44.49 and a 200 day moving average price of $43.58. iShares Core Moderate Allocation ETF has a 1 year low of $39.50 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.