Creative Planning Makes New Investment in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Creative Planning bought a new position in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,884 shares of the company’s stock, valued at approximately $311,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Foundations Investment Advisors LLC bought a new position in shares of iShares Core Moderate Allocation ETF in the 2nd quarter valued at $11,748,000. Weitzel Financial Services Inc. lifted its stake in shares of iShares Core Moderate Allocation ETF by 3.6% in the 2nd quarter. Weitzel Financial Services Inc. now owns 263,461 shares of the company’s stock valued at $11,305,000 after acquiring an additional 9,125 shares during the last quarter. Commonwealth Equity Services LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 21.0% in the 2nd quarter. Commonwealth Equity Services LLC now owns 162,698 shares of the company’s stock valued at $6,998,000 after acquiring an additional 28,240 shares during the last quarter. Brookstone Capital Management lifted its stake in shares of iShares Core Moderate Allocation ETF by 0.7% in the 3rd quarter. Brookstone Capital Management now owns 108,578 shares of the company’s stock valued at $4,898,000 after acquiring an additional 808 shares during the last quarter. Finally, Waverly Advisors LLC lifted its stake in shares of iShares Core Moderate Allocation ETF by 44.7% in the 1st quarter. Waverly Advisors LLC now owns 106,242 shares of the company’s stock valued at $4,545,000 after acquiring an additional 32,824 shares during the last quarter.

iShares Core Moderate Allocation ETF Stock Down 0.1 %

Shares of NYSEARCA:AOM opened at $44.57 on Friday. The firm has a market cap of $1.45 billion, a P/E ratio of 16.61 and a beta of 0.47. iShares Core Moderate Allocation ETF has a 12-month low of $38.86 and a 12-month high of $45.31. The business has a fifty day simple moving average of $44.49 and a 200 day simple moving average of $43.51.

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.