EverSource Wealth Advisors LLC Makes New Investment in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

EverSource Wealth Advisors LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 1,575 shares of the company’s stock, valued at approximately $59,000.

Several other large investors have also added to or reduced their stakes in the stock. Kohmann Bosshard Financial Services LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter worth about $28,000. Integrated Wealth Concepts LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 3rd quarter worth about $409,000. Fortitude Family Office LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter worth about $622,000. Janney Capital Management LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter worth about $668,000. Finally, Janney Montgomery Scott LLC bought a new position in iShares Core 30/70 Conservative Allocation ETF in the 4th quarter worth about $1,412,000.

iShares Core 30/70 Conservative Allocation ETF Stock Up 0.6 %

Shares of NYSEARCA AOK opened at $37.89 on Thursday. The company has a market cap of $600.56 million, a P/E ratio of 20.59 and a beta of 0.45. The business 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 52 week low of $35.59 and a 52 week high of $38.77.

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.