Moss Adams Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History

Moss Adams Wealth Advisors LLC

$1.28 Trillion
Q3 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 6,230 shares of AOK stock, worth $250,757. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,230

Previous 6,189 0.66%

Holding current value

$250,757

Previous $242 Million 3.47%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$38.64 - $40.17 $1,584 - $1,646	41 Added 0.66%	6,230 $250 Million
Q2 2025 Jul 17, 2025	BUY	$36.09 - $39.07 $1,082 - $1,172	30 Added 0.49%	6,189 $242 Million
Q1 2025 Apr 14, 2025	BUY	$36.86 - $38.15 $2,322 - $2,403	63 Added 1.03%	6,159 $232 Million
Q4 2024 Jan 15, 2025	BUY	$37.3 - $38.64 $1,044 - $1,081	28 Added 0.46%	6,096 $227 Million
Q3 2024 Oct 17, 2024	BUY	$36.8 - $38.71 $2,576 - $2,709	70 Added 1.17%	6,068 $235 Million

Q1 2024 May 07, 2024	BUY	$35.65 - $36.85 $2,780 - $2,874	78 Added 1.32%	5,998 $221 Million
Q4 2023 Feb 06, 2024	BUY	$33.17 - $36.3 $196,366 - $214,895	5,920 New	5,920 $214 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

Ticker AOK
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Moss Adams Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History