Blue Stem Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 33,863 shares of AOK stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
33,863
Previous 36,393 6.95%
Holding current value
$1.36 Million
Previous $1.42 Billion 4.35%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$38.64 - $40.17 $97,759 - $101,630
-2,530 Reduced 6.95%
33,863 $1.36 Billion
Q2 2025

Aug 12, 2025
SELL
$36.09 - $39.07 $38,832 - $42,039
-1,076 Reduced 2.87%
36,393 $1.42 Billion
Q1 2025

May 07, 2025
SELL
$36.86 - $38.15 $38,113 - $39,447
-1,034 Reduced 2.69%
37,469 $1.41 Billion
Q4 2024

Feb 05, 2025
BUY
$37.3 - $38.64 $1.44 Million - $1.49 Million
38,503 New
38,503 $1.44 Billion

Others Institutions Holding AOK

# of Institutions
173
Shares Held
4.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
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