Legacy Capital Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History

Legacy Capital Wealth Partners, LLC

$463 Million
Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 55,324 shares of AOK stock, worth $2.23 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

55,324

Previous 55,324 -0.0%

Holding current value

$2.23 Million

Previous $2.16 Million 2.78%

% of portfolio

0.48%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$36.09 - $39.07 $99,427 - $107,637	-2,755 Reduced 4.74%	55,324 $2.16 Million
Q1 2025 May 02, 2025	BUY	$36.86 - $38.15 $147,882 - $153,057	4,012 Added 7.42%	58,079 $2.19 Million
Q3 2024 Nov 04, 2024	SELL	$36.8 - $38.71 $110,399 - $116,130	-3,000 Reduced 5.26%	54,067 $2.09 Million
Q2 2024 Aug 01, 2024	BUY	$35.66 - $37.13 $2.04 Million - $2.12 Million	57,067 New	57,067 $2.11 Million
Q4 2023 Feb 05, 2024	BUY	$33.17 - $36.3 $554,204 - $606,500	16,708 Added 41.4%	57,067 $2.06 Million

Q3 2023 Oct 16, 2023	BUY	$33.87 - $35.64 $1.37 Million - $1.44 Million	40,359 New	40,359 $1.37 Million
Q1 2023 May 10, 2023	BUY	$33.78 - $35.5 $1.24 Million - $1.3 Million	36,750 New	36,750 $1.28 Million

Others Institutions Holding AOK

# of Institutions

173

Shares Held

4.55M

Call Options Held

Put Options Held

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About ISHARES TR CORE CONSERVATIVE A

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Legacy Capital Wealth Partners, LLC Ishares Tr Core Conservative A Transaction History