Costello Asset Management INC Has $102,000 Holdings in iShares Core Conservative Allocation ETF (NYSEARCA:AOK)

Costello Asset Management INC decreased its position in iShares Core Conservative Allocation ETF (NYSEARCA:AOK) by 9.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,735 shares of the company’s stock after selling 300 shares during the quarter. Costello Asset Management INC’s holdings in iShares Core Conservative Allocation ETF were worth $102,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Farther Finance Advisors LLC boosted its position in shares of iShares Core Conservative Allocation ETF by 97,100.0% in the third quarter. Farther Finance Advisors LLC now owns 972 shares of the company’s stock valued at $38,000 after acquiring an additional 971 shares during the period. Creative Financial Designs Inc. ADV raised its stake in iShares Core Conservative Allocation ETF by 29.8% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 8,404 shares of the company’s stock worth $325,000 after purchasing an additional 1,931 shares in the last quarter. Integrated Wealth Concepts LLC bought a new stake in iShares Core Conservative Allocation ETF in the 3rd quarter valued at about $409,000. Fortitude Family Office LLC acquired a new position in shares of iShares Core Conservative Allocation ETF during the 4th quarter worth approximately $622,000. Finally, Janney Capital Management LLC bought a new position in shares of iShares Core Conservative Allocation ETF during the fourth quarter worth approximately $668,000.

iShares Core Conservative Allocation ETF Trading Down 0.4 %

NYSEARCA AOK opened at $37.77 on Friday. The company has a market cap of $617.54 million, a price-to-earnings ratio of 16.35 and a beta of 0.40. The company has a 50 day moving average of $37.72 and a 200-day moving average of $37.86. iShares Core Conservative Allocation ETF has a 1-year low of $35.59 and a 1-year high of $38.77.

iShares Core 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.