Concurrent Investment Advisors LLC Invests $207,000 in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Concurrent Investment Advisors LLC acquired a new position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,812 shares of the company’s stock, valued at approximately $207,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Lodestar Private Asset Management LLC boosted its position in iShares Core Moderate Allocation ETF by 5.0% during the second quarter. Lodestar Private Asset Management LLC now owns 83,513 shares of the company’s stock worth $3,592,000 after purchasing an additional 3,988 shares during the period. Global Financial Private Client LLC boosted its holdings in iShares Core Moderate Allocation ETF by 2.1% in the 2nd quarter. Global Financial Private Client LLC now owns 18,313 shares of the company’s stock worth $788,000 after buying an additional 373 shares during the period. Financial Advocates Investment Management grew its stake in iShares Core Moderate Allocation ETF by 1.7% in the 2nd quarter. Financial Advocates Investment Management now owns 60,888 shares of the company’s stock valued at $2,618,000 after buying an additional 1,030 shares in the last quarter. Signature Estate & Investment Advisors LLC bought a new stake in iShares Core Moderate Allocation ETF during the 2nd quarter valued at $215,000. Finally, Tempus Wealth Planning LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF during the second quarter worth $355,000.

iShares Core Moderate Allocation ETF Price Performance

iShares Core Moderate Allocation ETF stock opened at $44.15 on Thursday. The firm has a market capitalization of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a one year low of $37.72 and a one year high of $44.52. The business has a fifty day moving average price of $43.51 and a 200-day moving average price of $42.73.

About iShares Core Moderate Allocation ETF

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.