Jim Saulnier & Associates LLC Invests $1.25 Million in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Jim Saulnier & Associates LLC purchased a new position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 27,619 shares of the company’s stock, valued at approximately $1,246,000. iShares Core Moderate Allocation ETF comprises 1.3% of Jim Saulnier & Associates LLC’s holdings, making the stock its 18th biggest holding. Jim Saulnier & Associates LLC owned about 0.09% of iShares Core Moderate Allocation ETF as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Atria Wealth Solutions Inc. grew its stake in iShares Core Moderate Allocation ETF by 1.4% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 18,319 shares of the company’s stock worth $788,000 after buying an additional 245 shares during the last quarter. SteelPeak Wealth LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 1.6% in the 3rd quarter. SteelPeak Wealth LLC now owns 17,566 shares of the company’s stock valued at $792,000 after purchasing an additional 277 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 0.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 92,376 shares of the company’s stock valued at $4,167,000 after purchasing an additional 295 shares during the last quarter. Syntrinsic LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 4.0% in the 3rd quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock valued at $386,000 after purchasing an additional 340 shares during the last quarter. Finally, Global Financial Private Client LLC grew its stake in shares of iShares Core Moderate Allocation ETF by 2.1% in the 2nd quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock valued at $788,000 after purchasing an additional 373 shares during the last quarter.

iShares Core Moderate Allocation ETF Trading Up 0.4 %

Shares of AOM stock opened at $44.32 on Friday. The business’s 50 day moving average is $44.47 and its two-hundred day moving average is $43.70. iShares Core Moderate Allocation ETF has a twelve month low of $39.96 and a twelve month high of $45.31. The company has a market capitalization of $1.44 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.