Brandywine Oak Private Wealth LLC boosted its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,836 shares of the company’s stock after purchasing an additional 345 shares during the period. Brandywine Oak Private Wealth LLC’s holdings in iShares Core Moderate Allocation ETF were worth $210,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the stock. Kavar Capital Partners Group LLC bought a new stake in iShares Core Moderate Allocation ETF during the third quarter valued at about $12,138,000. Janney Montgomery Scott LLC bought a new position in shares of iShares Core Moderate Allocation ETF in the 4th quarter valued at about $4,972,000. Retireful LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the 4th quarter valued at approximately $4,380,000. International Assets Investment Management LLC boosted its stake in shares of iShares Core Moderate Allocation ETF by 1,808.5% during the 3rd quarter. International Assets Investment Management LLC now owns 99,242 shares of the company’s stock worth $4,477,000 after purchasing an additional 94,042 shares during the period. Finally, Focus Financial Network Inc. raised its holdings in shares of iShares Core Moderate Allocation ETF by 67.0% in the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock worth $7,583,000 after buying an additional 67,429 shares during the period.
iShares Core Moderate Allocation ETF Stock Up 0.3 %
Shares of NYSEARCA:AOM opened at $44.29 on Thursday. The business’s 50 day moving average is $44.01 and its 200 day moving average is $44.11. The stock has a market cap of $1.44 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 52-week low of $41.10 and a 52-week high of $45.31.
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.
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