iShares Core Moderate Allocation ETF (NYSEARCA:AOM) Holdings Raised by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. boosted its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 4.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,609 shares of the company’s stock after buying an additional 788 shares during the period. Atria Wealth Solutions Inc. owned 0.06% of iShares Core Moderate Allocation ETF worth $772,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Commonwealth Equity Services LLC increased its stake in shares of iShares Core Moderate Allocation ETF by 3.4% during the third quarter. Commonwealth Equity Services LLC now owns 116,036 shares of the company’s stock valued at $4,517,000 after acquiring an additional 3,852 shares during the period. Raymond James & Associates raised its stake in shares of iShares Core Moderate Allocation ETF by 94.7% in the 3rd quarter. Raymond James & Associates now owns 36,577 shares of the company’s stock worth $1,424,000 after buying an additional 17,790 shares in the last quarter. Beacon Financial Advisory LLC lifted its holdings in shares of iShares Core Moderate Allocation ETF by 0.5% in the third quarter. Beacon Financial Advisory LLC now owns 61,867 shares of the company’s stock valued at $2,408,000 after buying an additional 327 shares during the period. Castleview Partners LLC bought a new position in iShares Core Moderate Allocation ETF during the third quarter valued at about $34,000. Finally, CENTRAL TRUST Co acquired a new position in iShares Core Moderate Allocation ETF during the third quarter worth about $157,000.

iShares Core Moderate Allocation ETF Trading Up 0.8 %

Shares of iShares Core Moderate Allocation ETF stock opened at $42.04 on Friday. The company’s 50-day moving average price is $42.06 and its two-hundred day moving average price is $41.04. The stock has a market cap of $1.36 billion, a PE ratio of 16.61 and a beta of 0.47. 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.