Waterloo Capital L.P. Acquires Shares of 7,328 iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Waterloo Capital L.P. bought a new position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOMFree Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 7,328 shares of the company’s stock, valued at approximately $304,000.

A number of other hedge funds also recently modified their holdings of AOM. Atria Wealth Solutions Inc. grew its stake in iShares Core Moderate Allocation ETF by 39.9% during the third quarter. Atria Wealth Solutions Inc. now owns 17,821 shares of the company’s stock worth $694,000 after buying an additional 5,085 shares in the last quarter. Janney Montgomery Scott LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth approximately $284,000. HighTower Advisors LLC increased its stake in iShares Core Moderate Allocation ETF by 117.6% in the third quarter. HighTower Advisors LLC now owns 10,962 shares of the company’s stock valued at $429,000 after acquiring an additional 5,925 shares during the last quarter. UBS Group AG raised its position in iShares Core Moderate Allocation ETF by 12.4% during the third quarter. UBS Group AG now owns 58,568 shares of the company’s stock valued at $2,280,000 after purchasing an additional 6,484 shares in the last quarter. Finally, WealthPlan Investment Management LLC acquired a new position in iShares Core Moderate Allocation ETF during the third quarter valued at approximately $211,000.

iShares Core Moderate Allocation ETF Stock Performance

Shares of AOM stock opened at $42.72 on Monday. iShares Core Moderate Allocation ETF has a fifty-two week low of $37.72 and a fifty-two week high of $42.97. The stock’s fifty day moving average price is $42.16 and its two-hundred day moving average price is $41.76. The company has a market cap of $1.39 billion, a PE ratio of 16.61 and a beta of 0.47.

iShares Core Moderate Allocation ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

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