Waterloo Capital L.P. Decreases Stock Holdings in iShares Core Conservative Allocation ETF (NYSEARCA:AOK)

Waterloo Capital L.P. lessened its holdings in iShares Core Conservative Allocation ETF (NYSEARCA:AOK) by 21.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,526 shares of the company’s stock after selling 2,656 shares during the quarter. Waterloo Capital L.P. owned approximately 0.06% of iShares Core Conservative Allocation ETF worth $352,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of 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 boosted its holdings in 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 purchasing an additional 1,555 shares in the last quarter. Janney Montgomery Scott LLC increased its stake in iShares Core Conservative Allocation ETF by 189.1% in the fourth quarter. Janney Montgomery Scott LLC now owns 27,824 shares of the company’s stock valued at $1,006,000 after purchasing an additional 18,199 shares during the last quarter. Rothschild Investment LLC acquired a new stake in iShares Core Conservative Allocation ETF during the second quarter worth approximately $1,095,000. Finally, Comerica Bank lifted its position in shares of iShares Core Conservative Allocation ETF by 986.0% during the 4th quarter. Comerica Bank now owns 40,355 shares of the company’s stock worth $1,459,000 after buying an additional 36,639 shares during the last quarter.

iShares Core Conservative Allocation ETF Trading Up 0.7 %

Shares of iShares Core Conservative Allocation ETF stock opened at $38.60 on Friday. The company has a fifty day simple moving average of $37.74 and a 200-day simple moving average of $36.98. The stock has a market cap of $631.11 million, a price-to-earnings ratio of 16.35 and a beta of 0.40. iShares Core Conservative Allocation ETF has a 12-month low of $33.05 and a 12-month high of $38.60.

About iShares Core Conservative Allocation ETF

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.