iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Shares Sold by Atria Investments Inc

Atria Investments Inc trimmed its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 5.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,862 shares of the company’s stock after selling 272 shares during the period. Atria Investments Inc’s holdings in iShares Core Moderate Allocation ETF were worth $219,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Ashton Thomas Private Wealth LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the second quarter valued at approximately $29,000. Roman Butler Fullerton & Co. acquired a new stake 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 valued at $201,000. BOS Asset Management LLC purchased a new stake in iShares Core Moderate Allocation ETF during the third quarter valued at about $204,000. Finally, Concurrent Investment Advisors LLC purchased a new position in iShares Core Moderate Allocation ETF during the 2nd quarter worth approximately $207,000.

iShares Core Moderate Allocation ETF Price Performance

NYSEARCA:AOM opened at $44.32 on Friday. iShares Core Moderate Allocation ETF has a fifty-two week low of $39.96 and a fifty-two week high of $45.31. The stock’s 50-day moving average is $44.47 and its two-hundred day moving average is $43.70. The stock has a market cap of $1.44 billion, a PE ratio of 16.61 and a beta of 0.47.

iShares Core Moderate Allocation ETF 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.