iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Shares Purchased by Heirloom Wealth Management

Heirloom Wealth Management grew its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 11.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,573 shares of the company’s stock after acquiring an additional 1,116 shares during the quarter. Heirloom Wealth Management’s holdings in iShares Core Moderate Allocation ETF were worth $439,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Onyx Bridge Wealth Group LLC increased its holdings in shares of iShares Core Moderate Allocation ETF by 22.4% during the fourth quarter. Onyx Bridge Wealth Group LLC now owns 56,179 shares of the company’s stock valued at $2,332,000 after acquiring an additional 10,293 shares in the last quarter. RIA Advisory Group LLC acquired a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at about $457,000. TRUE Private Wealth Advisors boosted its position in iShares Core Moderate Allocation ETF by 152.4% in the fourth quarter. TRUE Private Wealth Advisors now owns 26,735 shares of the company’s stock valued at $1,110,000 after buying an additional 16,144 shares during the last quarter. Investment Advisory Group LLC boosted its position in iShares Core Moderate Allocation ETF by 3.9% in the fourth quarter. Investment Advisory Group LLC now owns 120,182 shares of the company’s stock valued at $4,989,000 after buying an additional 4,533 shares during the last quarter. Finally, LifePlan Financial LLC purchased a new stake in iShares Core Moderate Allocation ETF in the fourth quarter valued at approximately $1,343,000.

iShares Core Moderate Allocation ETF Stock Performance

NYSEARCA AOM traded down $0.06 during trading hours on Friday, reaching $41.16. The stock had a trading volume of 99,306 shares, compared to its average volume of 156,921. The stock has a fifty day moving average of $42.07 and a 200 day moving average of $40.86. The stock has a market cap of $1.33 billion, a P/E ratio of 16.50 and a beta of 0.45. iShares Core Moderate Allocation ETF has a 52-week low of $37.72 and a 52-week high of $42.83.

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.