Us Advisors Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Us Advisors Wealth Management, LLC

  • $284 Million
  • Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 6,632 shares of AOK stock, worth $251,817. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,632
Previous 6,601 0.47%
Holding current value
$251,817
Previous $243,000 0.41%
% of portfolio
0.09%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$35.66 - $37.13 $1,105 - $1,151
31 Added 0.47%
6,632 $244,000
Q1 2024

May 02, 2024
SELL
$35.65 - $36.85 $18,003 - $18,609
-505 Reduced 7.11%
6,601 $243,000
Q4 2023

Feb 12, 2024
BUY
$33.17 - $36.3 $3,814 - $4,174
115 Added 1.64%
7,106 $256,000
Q3 2023

Nov 09, 2023
BUY
$33.87 - $35.64 $1,287 - $1,354
38 Added 0.55%
6,991 $237,000
Q2 2023

Aug 01, 2023
SELL
$34.52 - $35.41 $32,103 - $32,931
-930 Reduced 11.8%
6,953 $245,000
Q1 2023

Apr 13, 2023
SELL
$33.78 - $35.5 $13,174 - $13,845
-390 Reduced 4.71%
7,883 $276,000
Q4 2022

Feb 10, 2023
SELL
$32.15 - $34.82 $86,194 - $93,352
-2,681 Reduced 24.48%
8,273 $278,000
Q3 2022

Nov 14, 2022
SELL
$32.47 - $35.96 $14,286 - $15,822
-440 Reduced 3.86%
10,954 $357,000
Q2 2022

Aug 12, 2022
SELL
$33.89 - $37.78 $166,366 - $185,462
-4,909 Reduced 30.11%
11,394 $394,000
Q1 2022

Jun 08, 2022
SELL
$36.82 - $39.84 $203,172 - $219,837
-5,518 Reduced 25.29%
16,303 $614,000
Q4 2021

Feb 14, 2022
SELL
$39.36 - $40.4 $5.83 Million - $5.98 Million
-148,000 Reduced 87.15%
21,821 $873,000
Q3 2021

Nov 03, 2021
BUY
$39.5 - $40.38 $693,146 - $708,588
17,548 Added 11.52%
169,821 $6.71 Million
Q2 2021

Aug 09, 2021
SELL
$38.82 - $39.8 $732,067 - $750,548
-18,858 Reduced 11.02%
152,273 $6.06 Million
Q1 2021

May 11, 2021
BUY
$38.23 - $39.22 $5.29 Million - $5.43 Million
138,445 Added 423.56%
171,131 $6.61 Million
Q4 2020

Feb 11, 2021
BUY
$36.77 - $38.75 $49,823 - $52,506
1,355 Added 4.32%
32,686 $1.26 Million
Q3 2020

Nov 04, 2020
BUY
$36.38 - $37.99 $28,631 - $29,898
787 Added 2.58%
31,331 $1.16 Million
Q2 2020

Aug 13, 2020
BUY
$33.39 - $36.73 $369,026 - $405,939
11,052 Added 56.7%
30,544 $1.11 Million
Q1 2020

Apr 28, 2020
BUY
$31.52 - $36.94 $348,705 - $408,667
11,063 Added 131.25%
19,492 $658,000
Q4 2019

Feb 14, 2020
BUY
$35.3 - $36.36 $297,543 - $306,478
8,429 New
8,429 $305,000

Others Institutions Holding AOK

# of Institutions
169
Shares Held
5.12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email