Heirloom Wealth Management Boosts Stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Heirloom Wealth Management boosted its stake in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 49.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 11,850 shares of the company’s stock after buying an additional 3,910 shares during the quarter. Heirloom Wealth Management’s holdings in iShares Core Moderate Allocation ETF were worth $515,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Aptus Capital Advisors LLC increased its holdings in iShares Core Moderate Allocation ETF by 502.7% during the 3rd quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock worth $30,000 after purchasing an additional 558 shares during the last quarter. Sunbelt Securities Inc. grew its stake in iShares Core Moderate Allocation ETF by 19.2% during the 3rd quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock valued at $111,000 after acquiring an additional 395 shares in the last quarter. RPg Family Wealth Advisory LLC purchased a new stake in shares of iShares Core Moderate Allocation ETF during the 3rd quarter worth about $137,000. Darwin Wealth Management LLC acquired a new stake in shares of iShares Core Moderate Allocation ETF in the third quarter worth about $194,000. Finally, BOS Asset Management LLC acquired a new stake in iShares Core Moderate Allocation ETF in the 3rd quarter valued at approximately $204,000.

iShares Core Moderate Allocation ETF Stock Performance

Shares of iShares Core Moderate Allocation ETF stock opened at $44.06 on Monday. The firm’s 50-day simple moving average is $44.04 and its 200-day simple moving average is $44.08. The firm has a market cap of $1.43 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a twelve month low of $41.10 and a twelve month high of $45.31.

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.