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

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

A number of other large investors have also recently made changes to their positions in AOM. NewEdge Advisors LLC grew its position in shares of iShares Core Moderate Allocation ETF by 310.7% in the 2nd quarter. NewEdge Advisors LLC now owns 23,733 shares of the company’s stock worth $1,021,000 after buying an additional 17,954 shares during the last quarter. Summit Wealth Partners LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 2.2% in the 2nd quarter. Summit Wealth Partners LLC now owns 18,865 shares of the company’s stock valued at $811,000 after purchasing an additional 410 shares during the period. Brookstone Capital Management lifted its stake in shares of iShares Core Moderate Allocation ETF by 0.7% in the 3rd quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock valued at $4,898,000 after purchasing an additional 808 shares during the period. Sovereign Financial Group Inc. lifted its stake in shares of iShares Core Moderate Allocation ETF by 6.2% in the 3rd quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock valued at $844,000 after purchasing an additional 1,097 shares during the period. Finally, Royal Fund Management LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 18.1% in the 3rd quarter. Royal Fund Management LLC now owns 100,387 shares of the company’s stock valued at $4,537,000 after purchasing an additional 15,360 shares during the period.

iShares Core Moderate Allocation ETF Stock Down 0.1 %

AOM opened at $44.04 on Thursday. The stock has a market cap of $1.43 billion, a PE ratio of 16.61 and a beta of 0.47. The business has a 50 day moving average of $44.03 and a 200-day moving average of $44.09. 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.