Summit Wealth Partners LLC Buys 410 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Summit Wealth Partners LLC raised its position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 2.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,865 shares of the company’s stock after purchasing an additional 410 shares during the quarter. Summit Wealth Partners LLC owned 0.06% of iShares Core Moderate Allocation ETF worth $811,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Advisory Services Network LLC purchased a new stake in iShares Core Moderate Allocation ETF in the 4th quarter worth $157,000. Jones Financial Companies Lllp bought a new stake in iShares Core Moderate Allocation ETF during the 4th quarter valued at approximately $306,000. Waterloo Capital L.P. bought a new stake in iShares Core Moderate Allocation ETF during the 4th quarter valued at approximately $304,000. Taylor Financial Group Inc. purchased a new position in iShares Core Moderate Allocation ETF in the 4th quarter worth approximately $1,721,000. Finally, Able Wealth Management LLC bought a new position in iShares Core Moderate Allocation ETF in the 4th quarter worth approximately $33,000.

iShares Core Moderate Allocation ETF Stock Performance

AOM stock opened at $45.04 on Wednesday. The company’s fifty day moving average price is $44.06 and its 200-day moving average price is $43.09. iShares Core Moderate Allocation ETF has a one year low of $37.72 and a one year high of $45.31. The company has a market capitalization of $1.46 billion, a PE ratio of 16.61 and a beta of 0.47.

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.