Jim Saulnier & Associates LLC Acquires 886 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Jim Saulnier & Associates LLC grew its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,505 shares of the company’s stock after purchasing an additional 886 shares during the quarter. iShares Core Moderate Allocation ETF comprises about 1.1% of Jim Saulnier & Associates LLC’s investment portfolio, making the stock its 25th biggest position. Jim Saulnier & Associates LLC owned approximately 0.09% of iShares Core Moderate Allocation ETF worth $1,238,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. NewEdge Advisors LLC lifted its holdings in 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 purchasing 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 second quarter. Summit Wealth Partners LLC now owns 18,865 shares of the company’s stock worth $811,000 after buying an additional 410 shares during the last quarter. Brookstone Capital Management lifted its stake in shares of iShares Core Moderate Allocation ETF by 0.7% in the third quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock worth $4,898,000 after buying an additional 808 shares during the last quarter. Sovereign Financial Group Inc. boosted its holdings in shares of iShares Core Moderate Allocation ETF by 6.2% during the 3rd quarter. Sovereign Financial Group Inc. now owns 18,713 shares of the company’s stock worth $844,000 after buying an additional 1,097 shares during the period. Finally, Royal Fund Management LLC grew its stake in 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 buying an additional 15,360 shares during the last quarter.

iShares Core Moderate Allocation ETF Price Performance

iShares Core Moderate Allocation ETF stock opened at $44.06 on Monday. 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 fifty day moving average price of $44.04 and a two-hundred day moving average price of $44.08. The firm has a market cap of $1.43 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.