iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Shares Bought by Brandywine Oak Private Wealth LLC

Brandywine Oak Private Wealth LLC lifted its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 7.7% in the fourth quarter, HoldingsChannel reports. The firm owned 4,836 shares of the company’s stock after buying 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.

Other large investors have also modified their holdings of the company. SteelPeak Wealth LLC increased its holdings in 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. Smith Anglin Financial LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 0.6% in the 4th quarter. Smith Anglin Financial LLC now owns 51,142 shares of the company’s stock valued at $2,222,000 after purchasing an additional 282 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in iShares Core Moderate Allocation ETF by 0.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 92,376 shares of the company’s stock worth $4,167,000 after buying an additional 295 shares during the last quarter. Syntrinsic LLC grew its position in shares of iShares Core Moderate Allocation ETF by 4.0% during the third quarter. Syntrinsic LLC now owns 8,946 shares of the company’s stock worth $386,000 after acquiring an additional 340 shares during the last quarter. Finally, Fort Henry Capital LLC increased its holdings in shares of iShares Core Moderate Allocation ETF by 1.4% in the 4th quarter. Fort Henry Capital LLC now owns 23,951 shares of the company’s stock valued at $1,040,000 after acquiring an additional 340 shares during the period.

iShares Core Moderate Allocation ETF Stock Performance

Shares of AOM opened at $44.29 on Thursday. iShares Core Moderate Allocation ETF has a fifty-two week low of $41.10 and a fifty-two week high of $45.31. The firm has a 50-day simple moving average of $44.01 and a 200-day simple moving average of $44.11. The company has a market capitalization of $1.44 billion, a price-to-earnings 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.