Congress Asset Management Co. Has $1.98 Million Holdings in iShares Core Conservative Allocation ETF (NYSEARCA:AOK)

Congress Asset Management Co. trimmed its position in shares of iShares Core Conservative Allocation ETF (NYSEARCA:AOK) by 38.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,237 shares of the company’s stock after selling 31,532 shares during the period. Congress Asset Management Co. owned 0.31% of iShares Core Conservative Allocation ETF worth $1,981,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AOK. United Community Bank acquired a new position in shares of iShares Core Conservative Allocation ETF during the 1st quarter worth about $52,000. JDM Financial Group LLC lifted its position in shares of iShares Core Conservative Allocation ETF by 20.7% in the first quarter. JDM Financial Group LLC now owns 9,065 shares of the company’s stock valued at $334,000 after buying an additional 1,555 shares during the last quarter. Finally, Rothschild Investment LLC bought a new position in shares of iShares Core Conservative Allocation ETF during the 2nd quarter worth approximately $1,095,000.

iShares Core Conservative Allocation ETF Trading Down 0.1 %

AOK opened at $37.69 on Friday. The stock’s fifty day simple moving average is $38.22 and its 200 day simple moving average is $37.35. iShares Core Conservative Allocation ETF has a 1-year low of $33.75 and a 1-year high of $38.77. The stock has a market cap of $616.23 million, a PE ratio of 16.35 and a beta of 0.40.

iShares Core Conservative Allocation ETF Company 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.