iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Stock Holdings Lifted by Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC lifted its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 22.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,179 shares of the company’s stock after acquiring an additional 10,293 shares during the quarter. Onyx Bridge Wealth Group LLC owned 0.17% of iShares Core Moderate Allocation ETF worth $2,332,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of AOM. American Trust purchased a new stake in shares of iShares Core Moderate Allocation ETF in the 3rd quarter valued at approximately $289,000. AdvisorNet Financial Inc lifted its holdings in shares of iShares Core Moderate Allocation ETF by 196.0% in the fourth quarter. AdvisorNet Financial Inc now owns 3,286 shares of the company’s stock valued at $136,000 after purchasing an additional 2,176 shares in the last quarter. RFP Financial Group LLC boosted its position in shares of iShares Core Moderate Allocation ETF by 487.4% in the third quarter. RFP Financial Group LLC now owns 2,150 shares of the company’s stock worth $84,000 after buying an additional 1,784 shares during the period. Financial Enhancement Group LLC purchased a new position in shares of iShares Core Moderate Allocation ETF during the fourth quarter valued at $513,000. Finally, Waverly Advisors LLC raised its position in iShares Core Moderate Allocation ETF by 5.4% during the third quarter. Waverly Advisors LLC now owns 64,898 shares of the company’s stock valued at $2,526,000 after buying an additional 3,298 shares during the period.

iShares Core Moderate Allocation ETF Price Performance

AOM traded down $0.06 on Friday, reaching $41.16. 99,306 shares of the company traded hands, compared to its average volume of 156,921. The company has a market cap of $1.33 billion, a price-to-earnings ratio of 16.50 and a beta of 0.45. The stock’s 50 day moving average price is $42.07 and its 200-day moving average price is $40.86. 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.