iShares Core 30/70 Conservative Allocation ETF $AOK Position Increased by Congress Asset Management Co.

Congress Asset Management Co. boosted its position in shares of iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) by 222.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 135,812 shares of the company’s stock after purchasing an additional 93,636 shares during the period. Congress Asset Management Co.’s holdings in iShares Core 30/70 Conservative Allocation ETF were worth $5,450,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AOK. Root Financial Partners LLC acquired a new position in iShares Core 30/70 Conservative Allocation ETF in the 3rd quarter worth about $33,000. NewEdge Advisors LLC lifted its holdings in shares of iShares Core 30/70 Conservative Allocation ETF by 59.9% during the 3rd quarter. NewEdge Advisors LLC now owns 3,270 shares of the company’s stock valued at $131,000 after buying an additional 1,225 shares during the last quarter. Western Wealth Management LLC bought a new stake in shares of iShares Core 30/70 Conservative Allocation ETF in the 3rd quarter valued at approximately $204,000. Transcendent Capital Group LLC grew its stake in shares of iShares Core 30/70 Conservative Allocation ETF by 31.2% in the 3rd quarter. Transcendent Capital Group LLC now owns 7,713 shares of the company’s stock valued at $310,000 after buying an additional 1,836 shares in the last quarter. Finally, Waterloo Capital L.P. increased its holdings in iShares Core 30/70 Conservative Allocation ETF by 31.2% in the third quarter. Waterloo Capital L.P. now owns 13,993 shares of the company’s stock worth $562,000 after buying an additional 3,329 shares during the last quarter.

iShares Core 30/70 Conservative Allocation ETF Stock Performance

Shares of AOK opened at $39.93 on Thursday. The firm has a market cap of $720.74 million, a PE ratio of 19.61 and a beta of 0.45. The firm’s 50 day moving average price is $40.64 and its 200 day moving average price is $40.43. iShares Core 30/70 Conservative Allocation ETF has a twelve month low of $35.79 and a twelve month high of $41.38.

iShares Core 30/70 Conservative Allocation ETF Profile

iShares Conservative Allocation ETF, formerly iShares S&P Conservative 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 Conservative Index (the Conservative Allocation Index). The Conservative Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a conservative risk profile. The Fund is designed for investors seeking current income and capital preservation.