Bay Harbor Wealth Management LLC Sells 2,001 Shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Bay Harbor Wealth Management LLC lessened its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM) by 17.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,764 shares of the company’s stock after selling 2,001 shares during the quarter. Bay Harbor Wealth Management LLC’s holdings in iShares Core Moderate Allocation ETF were worth $422,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Cribstone Capital Management LLC boosted its position in iShares Core Moderate Allocation ETF by 17.2% during the third quarter. Cribstone Capital Management LLC now owns 1,648 shares of the company’s stock worth $68,000 after purchasing an additional 242 shares during the period. Godshalk Welsh Capital Management Inc. boosted its position in iShares Core Moderate Allocation ETF by 3.7% during the fourth quarter. Godshalk Welsh Capital Management Inc. now owns 8,375 shares of the company’s stock worth $362,000 after purchasing an additional 300 shares during the period. SRS Capital Advisors Inc. boosted its position in iShares Core Moderate Allocation ETF by 3.0% during the fourth quarter. SRS Capital Advisors Inc. now owns 14,619 shares of the company’s stock worth $632,000 after purchasing an additional 419 shares during the period. Ritholtz Wealth Management boosted its position in iShares Core Moderate Allocation ETF by 2.1% during the fourth quarter. Ritholtz Wealth Management now owns 23,708 shares of the company’s stock worth $1,024,000 after purchasing an additional 487 shares during the period. Finally, IFP Advisors Inc boosted its position in iShares Core Moderate Allocation ETF by 9.9% during the third quarter. IFP Advisors Inc now owns 6,054 shares of the company’s stock worth $249,000 after purchasing an additional 543 shares during the period.

Shares of AOM stock traded down $0.19 during trading hours on Tuesday, reaching $43.59. The stock had a trading volume of 252,824 shares, compared to its average volume of 218,468. The stock’s fifty day simple moving average is $43.61 and its 200 day simple moving average is $42.27. iShares Core Moderate Allocation ETF has a 12 month low of $33.58 and a 12 month high of $44.13.

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.

Featured Article: Equity Income

Institutional Ownership by Quarter for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Receive News & Ratings for iShares Core Moderate Allocation ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core Moderate Allocation ETF and related companies with MarketBeat.com's FREE daily email newsletter.