Claro Advisors LLC Boosts Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Claro Advisors LLC lifted its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOMFree Report) by 10.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,250 shares of the company’s stock after purchasing an additional 600 shares during the quarter. Claro Advisors LLC’s holdings in iShares Core Moderate Allocation ETF were worth $272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently modified their holdings of the company. Private Client Services LLC bought a new stake in iShares Core Moderate Allocation ETF in the 4th quarter worth about $246,000. Weaver Consulting Group increased its holdings in iShares Core Moderate Allocation ETF by 1.4% in the 4th quarter. Weaver Consulting Group now owns 160,104 shares of the company’s stock worth $6,955,000 after buying an additional 2,238 shares in the last quarter. Sanctuary Advisors LLC bought a new stake in iShares Core Moderate Allocation ETF in the 3rd quarter worth about $475,000. Sunbelt Securities Inc. increased its holdings in iShares Core Moderate Allocation ETF by 19.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock worth $111,000 after buying an additional 395 shares in the last quarter. Finally, Executive Wealth Management LLC bought a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter valued at about $263,000.

iShares Core Moderate Allocation ETF Stock Up 0.2 %

iShares Core Moderate Allocation ETF stock opened at $43.02 on Wednesday. The business has a 50-day simple moving average of $44.11 and a two-hundred day simple moving average of $44.04. The company has a market cap of $1.40 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 52-week low of $40.75 and a 52-week high of $45.31.

About iShares Core Moderate Allocation ETF

(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.

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

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