True Private Wealth Advisors Ishares Tr Core Conservative A Transaction History

True Private Wealth Advisors

$823 Million
Q3 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, True Private Wealth Advisors holds 12,659 shares of AOK stock, worth $509,524. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,659

Previous 11,380 11.24%

Holding current value

$509,524

Previous $444,000 14.41%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$38.64 - $40.17 $49,420 - $51,377	1,279 Added 11.24%	12,659 $508,000
Q1 2024 Apr 25, 2024	BUY	$35.65 - $36.85 $24,705 - $25,537	693 Added 6.48%	11,380 $419,000
Q2 2023 Aug 11, 2023	SELL	$34.52 - $35.41 $133,178 - $136,611	-3,858 Reduced 26.52%	10,687 $376,000
Q1 2023 May 11, 2023	BUY	$33.78 - $35.5 $491,330 - $516,347	14,545 New	14,545 $508,000
Q3 2022 Nov 04, 2022	BUY	$32.47 - $35.96 $1,818 - $2,013	56 Added 0.73%	7,765 $253,000

Q2 2022 Jul 28, 2022	BUY	$33.89 - $37.78 $474 - $528	14 Added 0.18%	7,709 $266,000
Q1 2022 May 09, 2022	BUY	$36.82 - $39.84 $283,329 - $306,568	7,695 New	7,695 $277,000

Others Institutions Holding AOK

# of Institutions

173

Shares Held

4.55M

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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Ishares Tr Core Conservative A Transaction History