Sovereign Financial Group, Inc. Ishares Tr Core Conservative A Transaction History

Sovereign Financial Group, Inc.

$536 Million
Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 28,369 shares of AOK stock, worth $1.14 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

28,369

Previous 15,421 83.96%

Holding current value

$1.14 Million

Previous $619,000 84.33%

% of portfolio

0.21%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$39.89 - $40.78 $516,495 - $528,019	12,948 Added 83.96%	28,369 $1.14 Million
Q3 2025 Oct 17, 2025	BUY	$38.64 - $40.17 $41,074 - $42,700	1,063 Added 7.4%	15,421 $619,000
Q2 2025 Jul 25, 2025	BUY	$36.09 - $39.07 $121,081 - $131,079	3,355 Added 30.49%	14,358 $560,000
Q1 2025 Apr 11, 2025	BUY	$36.86 - $38.15 $102,581 - $106,171	2,783 Added 33.86%	11,003 $413,000
Q4 2024 Jan 14, 2025	BUY	$37.3 - $38.64 $73,219 - $75,850	1,963 Added 31.37%	8,220 $306,000

Q3 2024 Oct 08, 2024	BUY	$36.8 - $38.71 $230,257 - $242,208	6,257 New	6,257 $241,000

Others Institutions Holding AOK

# of Institutions

178

Shares Held

4.78M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

More about AOK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Account

Sovereign Financial Group, Inc. Ishares Tr Core Conservative A Transaction History