Cornerstone Planning Group LLC Grows Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Cornerstone Planning Group LLC lifted its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 22.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,898 shares of the company’s stock after purchasing an additional 707 shares during the quarter. Cornerstone Planning Group LLC’s holdings in iShares Core Moderate Allocation ETF were worth $171,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Kavar Capital Partners Group LLC bought a new stake in iShares Core Moderate Allocation ETF in the third quarter valued at approximately $12,138,000. Janney Montgomery Scott LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at approximately $4,972,000. Retireful LLC bought a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at approximately $4,380,000. International Assets Investment Management LLC raised its holdings in shares of iShares Core Moderate Allocation ETF by 1,808.5% during the third quarter. International Assets Investment Management LLC now owns 99,242 shares of the company’s stock valued at $4,477,000 after acquiring an additional 94,042 shares in the last quarter. Finally, Focus Financial Network Inc. raised its holdings in shares of iShares Core Moderate Allocation ETF by 67.0% during the third quarter. Focus Financial Network Inc. now owns 168,102 shares of the company’s stock valued at $7,583,000 after acquiring an additional 67,429 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Down 0.5 %

Shares of AOM stock opened at $44.19 on Monday. The stock has a market cap of $1.43 billion, a price-to-earnings ratio of 16.61 and a beta of 0.47. The business’s fifty day moving average is $43.99 and its 200 day moving average is $44.12. iShares Core Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month 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.