EverSource Wealth Advisors LLC Takes $59,000 Position in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

EverSource Wealth Advisors LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,575 shares of the company’s stock, valued at approximately $59,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AOK. Integrated Wealth Concepts LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF during the 3rd quarter valued at approximately $409,000. Fortitude Family Office LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF during the 4th quarter valued at approximately $622,000. Janney Capital Management LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF during the 4th quarter valued at approximately $668,000. Janney Montgomery Scott LLC acquired a new stake in iShares Core 30/70 Conservative Allocation ETF during the 4th quarter valued at approximately $1,412,000. Finally, Congress Asset Management Co. increased its position in iShares Core 30/70 Conservative Allocation ETF by 224.0% during the 4th quarter. Congress Asset Management Co. now owns 166,004 shares of the company’s stock valued at $6,192,000 after purchasing an additional 114,767 shares during the period.

iShares Core 30/70 Conservative Allocation ETF Stock Performance

NYSEARCA:AOK opened at $37.89 on Thursday. The company has a market capitalization of $600.56 million, a PE ratio of 20.59 and a beta of 0.45. The company has a 50 day simple moving average of $37.73 and a two-hundred day simple moving average of $37.93. iShares Core 30/70 Conservative Allocation ETF has a fifty-two week low of $35.59 and a fifty-two week high of $38.77.

About iShares Core 30/70 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.