Costello Asset Management INC decreased its holdings in iShares Core Conservative Allocation ETF (NYSEARCA:AOK – Free Report) by 9.9% during the 4th quarter, HoldingsChannel reports. The firm owned 2,735 shares of the company’s stock after selling 300 shares during the quarter. Costello Asset Management INC’s holdings in iShares Core Conservative Allocation ETF were worth $102,000 at the end of the most recent reporting period.
A number of other institutional investors also recently modified their holdings of AOK. Creative Financial Designs Inc. ADV boosted its stake in iShares Core Conservative Allocation ETF by 29.8% in the third quarter. Creative Financial Designs Inc. ADV now owns 8,404 shares of the company’s stock valued at $325,000 after buying an additional 1,931 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of iShares Core Conservative Allocation ETF by 97,100.0% in the 3rd quarter. Farther Finance Advisors LLC now owns 972 shares of the company’s stock valued at $38,000 after purchasing an additional 971 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new stake in shares of iShares Core Conservative Allocation ETF in the 3rd quarter valued at approximately $409,000. Fortitude Family Office LLC acquired a new position in iShares Core Conservative Allocation ETF during the 4th quarter worth approximately $622,000. Finally, Janney Capital Management LLC bought a new position in iShares Core Conservative Allocation ETF in the 4th quarter valued at approximately $668,000.
iShares Core Conservative Allocation ETF Stock Performance
NYSEARCA AOK opened at $37.77 on Friday. iShares Core Conservative Allocation ETF has a fifty-two week low of $35.59 and a fifty-two week high of $38.77. The stock has a market cap of $617.54 million, a PE ratio of 16.35 and a beta of 0.40. The firm’s fifty day moving average price is $37.72 and its two-hundred day moving average price is $37.86.
iShares Core 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.
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