iShares Core 30/70 Conservative Allocation ETF $AOK Shares Purchased by Waterloo Capital L.P.

Waterloo Capital L.P. boosted its stake in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) by 157.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 36,058 shares of the company’s stock after purchasing an additional 22,065 shares during the period. Waterloo Capital L.P. owned about 0.20% of iShares Core 30/70 Conservative Allocation ETF worth $1,447,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in AOK. Kohmann Bosshard Financial Services LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter valued at approximately $30,000. Flagship Harbor Advisors LLC purchased a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter valued at approximately $97,000. Farther Finance Advisors LLC boosted its position in iShares Core 30/70 Conservative Allocation ETF by 175.1% in the 4th quarter. Farther Finance Advisors LLC now owns 2,765 shares of the company’s stock valued at $111,000 after buying an additional 1,760 shares during the period. NewEdge Advisors LLC boosted its position in iShares Core 30/70 Conservative Allocation ETF by 59.9% in 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 period. Finally, Kelleher Financial Advisors purchased a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter valued at approximately $158,000.

iShares Core 30/70 Conservative Allocation ETF Price Performance

Shares of AOK stock opened at $41.53 on Monday. iShares Core 30/70 Conservative Allocation ETF has a 52 week low of $38.10 and a 52 week high of $41.61. The stock has a market capitalization of $766.23 million, a PE ratio of 19.61 and a beta of 0.45. The firm has a 50 day moving average of $40.66 and a two-hundred day moving average of $40.60.

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. The Fund is designed for investors seeking current income and capital preservation.