American Trust Sells 29,871 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

American Trust lowered its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Get Rating) by 80.8% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 7,107 shares of the company’s stock after selling 29,871 shares during the period. American Trust’s holdings in iShares Core Moderate Allocation ETF were worth $260,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of AOM. LFS Asset Management acquired a new position in iShares Core Moderate Allocation ETF in the 2nd quarter valued at about $4,436,000. Weitzel Financial Services Inc. grew its stake in iShares Core Moderate Allocation ETF by 33.8% in the 3rd quarter. Weitzel Financial Services Inc. now owns 152,719 shares of the company’s stock valued at $5,591,000 after buying an additional 38,604 shares during the last quarter. TRUE Private Wealth Advisors grew its stake in iShares Core Moderate Allocation ETF by 5.8% in the 3rd quarter. TRUE Private Wealth Advisors now owns 18,225 shares of the company’s stock valued at $667,000 after buying an additional 997 shares during the last quarter. Western Wealth Management LLC grew its stake in iShares Core Moderate Allocation ETF by 21.8% in the 3rd quarter. Western Wealth Management LLC now owns 6,748 shares of the company’s stock valued at $247,000 after buying an additional 1,206 shares during the last quarter. Finally, Kovack Advisors Inc. grew its stake in iShares Core Moderate Allocation ETF by 2.3% in the 3rd quarter. Kovack Advisors Inc. now owns 34,434 shares of the company’s stock valued at $1,261,000 after buying an additional 780 shares during the last quarter.

iShares Core Moderate Allocation ETF Stock Performance

Shares of AOM opened at $38.97 on Friday. iShares Core Moderate Allocation ETF has a 52 week low of $35.71 and a 52 week high of $43.27. The firm has a market cap of $1.45 billion, a P/E ratio of 14.10 and a beta of 0.44. The firm’s 50-day simple moving average is $39.36 and its 200 day simple moving average is $38.49.

iShares Core Moderate Allocation ETF Company Profile

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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.