Ishares Tr Core Conservative A AOK

AOK Quotes by TradingView
Institutional shares held 7.72 Million
0 calls
0 puts
Total value of holdings $290M
$0 calls
$0 puts
# of Institutions 179

Quarterly Institutional Activity in AOK

Shares Bought
Shares Sold
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Top Institutions Holding AOK

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Latest Institutional Activity in AOK

Top Purchases

Q1 2025
Ameritas Advisory Services, LLC Shares Held: 166K ($6.24M)
166K Shares purchased
New Holding
Q1 2025
Curran Financial Partners, LLC Shares Held: 407K ($15.3M)
157K Shares purchased
62.98% Added
Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 28.7K ($1.08M)
28.7K Shares purchased
New Holding
Q1 2025
Consilium Wealth Advisory, LLC Shares Held: 48.5K ($1.82M)
12.2K Shares purchased
33.44% Added
Q1 2025
Silver Oak Securities, Inc Shares Held: 9.69K ($364K)
9.69K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 44.3K ($1.67M)
630K Shares sold
93.43% Reduced
Q1 2025
Brookstone Capital Management Shares Held: 28.3K ($1.06M)
19.3K Shares sold
40.54% Reduced
Q1 2025
Fortitude Family Office, LLC Shares Held: 0 ($0)
16.7K Shares sold
Closed
Q1 2025
Congress Asset Management CO Shares Held: 159K ($5.98M)
6.84K Shares sold
4.12% Reduced
Q1 2025
Weaver Consulting Group Shares Held: 147K ($5.51M)
5.1K Shares sold
3.36% Reduced
View All Sellers

About AOK

AOK Chart by TradingView
AOK Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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