Waterloo Capital L.P. Has $404,000 Stock Position in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

Waterloo Capital L.P. lowered its holdings in shares of iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) by 45.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,821 shares of the company’s stock after selling 8,919 shares during the quarter. Waterloo Capital L.P. owned about 0.07% of iShares Core 30/70 Conservative Allocation ETF worth $404,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Runnymede Capital Advisors Inc. bought a new position in iShares Core 30/70 Conservative Allocation ETF during the fourth quarter valued at about $27,000. Kohmann Bosshard Financial Services LLC acquired a new position in shares of iShares Core 30/70 Conservative Allocation ETF during the 4th quarter valued at about $28,000. EverSource Wealth Advisors LLC bought a new position in shares of iShares Core 30/70 Conservative Allocation ETF in the 4th quarter valued at approximately $59,000. Creative Financial Designs Inc. ADV raised its position in shares of iShares Core 30/70 Conservative Allocation ETF by 12.8% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 9,481 shares of the company’s stock valued at $354,000 after purchasing an additional 1,077 shares during the period. Finally, Integrated Wealth Concepts LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 3rd quarter worth $409,000.

iShares Core 30/70 Conservative Allocation ETF Stock Down 1.2 %

AOK opened at $36.30 on Tuesday. iShares Core 30/70 Conservative Allocation ETF has a 12-month low of $35.59 and a 12-month high of $38.77. The firm has a market capitalization of $604.40 million, a P/E ratio of 20.59 and a beta of 0.44. The stock’s 50 day moving average price is $37.76 and its two-hundred day moving average price is $37.86.

iShares Core 30/70 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.