Milestone Asset Management LLC Sells 448 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Milestone Asset Management LLC lessened its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,125 shares of the company’s stock after selling 448 shares during the quarter. Milestone Asset Management LLC owned 0.06% of iShares Core Moderate Allocation ETF worth $874,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Aptus Capital Advisors LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 502.7% during the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after acquiring an additional 558 shares during the period. Hantz Financial Services Inc. purchased a new stake in iShares Core Moderate Allocation ETF during the 4th quarter worth about $107,000. Sunbelt Securities Inc. lifted its holdings in iShares Core Moderate Allocation ETF by 19.2% during 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 in the last quarter. RPg Family Wealth Advisory LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF in the 3rd quarter valued at about $137,000. Finally, Darwin Wealth Management LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF in the 3rd quarter valued at about $194,000.

iShares Core Moderate Allocation ETF Stock Down 0.1 %

NYSEARCA:AOM opened at $44.04 on Thursday. The business’s 50-day moving average price is $44.03 and its two-hundred day moving average price is $44.09. iShares Core Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month high of $45.31. 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 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.