Avior Wealth Management LLC Reduces Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Avior Wealth Management LLC reduced its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 18.9% during the 4th quarter, Holdings Channel reports. The fund owned 4,271 shares of the company’s stock after selling 998 shares during the period. Avior Wealth Management LLC’s holdings in iShares Core Moderate Allocation ETF were worth $177,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. Life Planning Partners Inc purchased a new stake in iShares Core Moderate Allocation ETF during the fourth quarter worth $30,000. Castleview Partners LLC purchased a new stake in iShares Core Moderate Allocation ETF during the third quarter worth $34,000. Sunbelt Securities Inc. boosted its holdings in iShares Core Moderate Allocation ETF by 49.0% during the second quarter. Sunbelt Securities Inc. now owns 861 shares of the company’s stock worth $35,000 after buying an additional 283 shares in the last quarter. WestEnd Advisors LLC purchased a new stake in iShares Core Moderate Allocation ETF during the third quarter worth $37,000. Finally, Tennessee Valley Asset Management Partners purchased a new stake in iShares Core Moderate Allocation ETF during the fourth quarter worth $37,000.

iShares Core Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM opened at $41.16 on Friday. The company’s fifty day moving average price is $42.07 and its 200 day moving average price is $40.86. iShares Core Moderate Allocation ETF has a 1 year low of $37.72 and a 1 year high of $42.83. The company has a market capitalization of $1.33 billion, a PE ratio of 16.50 and a beta of 0.45.

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.