Ima Wealth, Inc. Ishares Tr Core Conservative A Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Ima Wealth, Inc. holds 6,876 shares of AOK stock, worth $261,356. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,876

Holding current value

$261,356

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$37.3 - $38.64 $256,474 - $265,688	6,876 New	6,876 $256,000

Others Institutions Holding AOK

# of Institutions

178

Shares Held

7.46M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

674K
Shares

$25.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$23.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

496K
Shares

$18.8 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$17.3 Million
0.01% of portfolio
Sargent Bickham Lagudis LLC

405K
Shares

$15.4 Million
1.12% of portfolio

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About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
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