iShares Core Moderate Allocation ETF (NYSEARCA:AOM) is Weitzel Financial Services Inc.’s 7th Largest Position

Weitzel Financial Services Inc. lifted its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 6.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 216,022 shares of the company’s stock after purchasing an additional 13,604 shares during the period. iShares Core Moderate Allocation ETF accounts for approximately 5.0% of Weitzel Financial Services Inc.’s holdings, making the stock its 7th largest position. Weitzel Financial Services Inc. owned about 0.64% of iShares Core Moderate Allocation ETF worth $8,729,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. BlackRock Inc. increased its stake in shares of iShares Core Moderate Allocation ETF by 5.8% in the 1st quarter. BlackRock Inc. now owns 2,483,135 shares of the company’s stock worth $98,978,000 after purchasing an additional 135,686 shares in the last quarter. Jane Street Group LLC increased its stake in iShares Core Moderate Allocation ETF by 17.7% in the 1st quarter. Jane Street Group LLC now owns 371,364 shares of the company’s stock worth $14,803,000 after buying an additional 55,809 shares in the last quarter. AE Wealth Management LLC increased its stake in iShares Core Moderate Allocation ETF by 3.8% in the 1st quarter. AE Wealth Management LLC now owns 202,561 shares of the company’s stock worth $8,074,000 after buying an additional 7,450 shares in the last quarter. Investment Advisory Group LLC increased its stake in iShares Core Moderate Allocation ETF by 1.6% in the 1st quarter. Investment Advisory Group LLC now owns 110,125 shares of the company’s stock worth $4,390,000 after buying an additional 1,781 shares in the last quarter. Finally, J.W. Cole Advisors Inc. increased its stake in iShares Core Moderate Allocation ETF by 431.7% in the 1st quarter. J.W. Cole Advisors Inc. now owns 107,719 shares of the company’s stock worth $4,294,000 after buying an additional 87,460 shares in the last quarter.

iShares Core Moderate Allocation ETF Stock Down 0.4 %

AOM stock traded down $0.16 during trading on Friday, reaching $39.85. The company’s stock had a trading volume of 19,316 shares, compared to its average volume of 154,666. iShares Core Moderate Allocation ETF has a 1 year low of $35.71 and a 1 year high of $40.88. The company has a market capitalization of $1.31 billion, a P/E ratio of 14.10 and a beta of 0.45. The company’s fifty day moving average is $40.11 and its 200-day moving average is $39.85.

iShares Core Moderate Allocation ETF 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.