Mason & Associates LLC boosted its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 11.6% during the fourth quarter, Holdings Channel reports. The fund owned 11,864 shares of the company’s stock after purchasing an additional 1,235 shares during the period. iShares Core Moderate Allocation ETF makes up 0.2% of Mason & Associates LLC’s holdings, making the stock its 24th largest holding. Mason & Associates LLC’s holdings in iShares Core Moderate Allocation ETF were worth $515,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in AOM. Wealthcare Advisory Partners LLC bought a new position in iShares Core Moderate Allocation ETF in the 4th quarter valued at about $254,000. Retireful LLC acquired a new position in shares of iShares Core Moderate Allocation ETF in the fourth quarter valued at approximately $4,380,000. Financial Enhancement Group LLC increased its stake in shares of iShares Core Moderate Allocation ETF by 133.1% during the fourth quarter. Financial Enhancement Group LLC now owns 48,582 shares of the company’s stock worth $2,086,000 after purchasing an additional 27,738 shares during the period. Smith Anglin Financial LLC lifted its holdings in iShares Core Moderate Allocation ETF by 0.6% during the 4th quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock worth $2,222,000 after purchasing an additional 282 shares during the last quarter. Finally, Sovereign Financial Group Inc. boosted its stake in iShares Core Moderate Allocation ETF by 8.0% in the 4th quarter. Sovereign Financial Group Inc. now owns 20,212 shares of the company’s stock valued at $878,000 after purchasing an additional 1,499 shares during the period.
iShares Core Moderate Allocation ETF Price Performance
Shares of NYSEARCA AOM opened at $43.71 on Friday. iShares Core Moderate Allocation ETF has a one year low of $40.84 and a one year high of $45.31. The firm has a market cap of $1.42 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. The stock’s fifty day moving average price is $44.06 and its two-hundred day moving average price is $44.04.
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.
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