Janney Montgomery Scott LLC Decreases Stake in iShares Core 30/70 Conservative Allocation ETF $AOK

Janney Montgomery Scott LLC lessened its holdings in shares of iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) by 80.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,025 shares of the company’s stock after selling 20,904 shares during the quarter. Janney Montgomery Scott LLC’s holdings in iShares Core 30/70 Conservative Allocation ETF were worth $200,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Strategic Investment Solutions Inc. IL acquired a new stake in shares of iShares Core 30/70 Conservative Allocation ETF in the fourth quarter valued at about $15,600,000. Congress Asset Management Co. lifted its stake in shares of iShares Core 30/70 Conservative Allocation ETF by 222.0% in the fourth quarter. Congress Asset Management Co. now owns 135,812 shares of the company’s stock worth $5,450,000 after buying an additional 93,636 shares in the last quarter. JPMorgan Chase & Co. acquired a new position in iShares Core 30/70 Conservative Allocation ETF during the third quarter worth about $1,640,000. Waterloo Capital L.P. boosted its position in iShares Core 30/70 Conservative Allocation ETF by 157.7% during the fourth quarter. Waterloo Capital L.P. now owns 36,058 shares of the company’s stock worth $1,447,000 after acquiring an additional 22,065 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its position in iShares Core 30/70 Conservative Allocation ETF by 3,663.4% during the first quarter. Jones Financial Companies Lllp now owns 24,161 shares of the company’s stock worth $909,000 after acquiring an additional 23,519 shares during the last quarter.

iShares Core 30/70 Conservative Allocation ETF Stock Performance

Shares of NYSEARCA AOK opened at $41.04 on Monday. The stock has a market cap of $808.49 million, a PE ratio of 19.61 and a beta of 0.45. iShares Core 30/70 Conservative Allocation ETF has a 12-month low of $38.82 and a 12-month high of $41.63. The company has a 50-day moving average of $41.25 and a 200 day moving average of $40.82.

iShares Core 30/70 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. The Fund is designed for investors seeking current income and capital preservation.