Purchases and Sales Made in Q4 2025 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR CORE CONSERVATIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
93.6K+ 222.01% |
$3.74M - $3.82M
|
136K
$5.47M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
43.7KNew |
$1.74M - $1.78M
|
43.7K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.9K+ 83.96% |
$516K - $528K
|
28.4K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.02KNew |
$320K - $327K
|
8.02K
$323K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
6KNew |
$239K - $245K
|
6K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.65K+ 17.8% |
$185K - $190K
|
30.8K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$157K - $160K
|
3.93K
$158K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.75K+ 32.28% |
$149K - $153K
|
15.4K
$618K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.43KNew |
$96.8K - $98.9K
|
2.43K
$97.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.96K+ 1.38% |
$78.3K - $80K
|
144K
$5.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 175.12% |
$70.2K - $71.8K
|
2.77K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 19.07% |
$43.3K - $44.2K
|
6.78K
$273K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
585+ 1.76% |
$23.3K - $23.9K
|
33.9K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
236+ 32.02% |
$9.41K - $9.62K
|
973
$39.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 1.37% |
$239 - $245
|
444
$17.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.73% |
$239 - $245
|
830
$33.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4+ 2.63% |
$160 - $163
|
156
$6.28K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-2- 0.03% |
$79.8 - $81.6
|
6.99K
$281K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-65- 0.53% |
$2.59K - $2.65K
|
12.3K
$494K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-68- 1.01% |
$2.71K - $2.77K
|
6.64K
$267K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-445- 0.8% |
$17.8K - $18.1K
|
54.9K
$2.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 7.49% |
$58.8K - $60.1K
|
18.2K
$732K
|
|