Ellenbecker Investment Group Grows Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Ellenbecker Investment Group increased its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 38.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 24,669 shares of the company’s stock after acquiring an additional 6,877 shares during the period. Ellenbecker Investment Group’s holdings in iShares Core Moderate Allocation ETF were worth $1,024,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in AOM. National Wealth Management Group LLC acquired a new position in iShares Core Moderate Allocation ETF during the fourth quarter worth approximately $617,000. Sigma Planning Corp increased its position in iShares Core Moderate Allocation ETF by 2.2% during the fourth quarter. Sigma Planning Corp now owns 13,366 shares of the company’s stock worth $555,000 after purchasing an additional 283 shares during the last quarter. CWM LLC increased its position in iShares Core Moderate Allocation ETF by 97.1% during the fourth quarter. CWM LLC now owns 25,238 shares of the company’s stock worth $1,048,000 after purchasing an additional 12,436 shares during the last quarter. Heirloom Wealth Management increased its position in iShares Core Moderate Allocation ETF by 11.8% during the fourth quarter. Heirloom Wealth Management now owns 10,573 shares of the company’s stock worth $439,000 after purchasing an additional 1,116 shares during the last quarter. Finally, Onyx Bridge Wealth Group LLC increased its position in shares of iShares Core Moderate Allocation ETF by 22.4% in the fourth quarter. Onyx Bridge Wealth Group LLC now owns 56,179 shares of the company’s stock worth $2,332,000 after acquiring an additional 10,293 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Up 0.6 %

Shares of iShares Core Moderate Allocation ETF stock traded up $0.25 during trading hours on Tuesday, hitting $41.60. The company’s stock had a trading volume of 148,697 shares, compared to its average volume of 155,474. The company has a market capitalization of $1.34 billion, a PE ratio of 16.50 and a beta of 0.45. The business has a fifty day moving average of $42.06 and a 200 day moving average of $40.92. iShares Core Moderate Allocation ETF has a 1-year low of $37.72 and a 1-year high of $42.83.

About iShares Core Moderate Allocation ETF

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.