Valpey Financial Services, LLC Ishares Tr Core Conservative A Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Valpey Financial Services, LLC holds 10,648 shares of AOK stock, worth $428,582. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,648
Previous 9,641 10.44%
Holding current value
$428,582
Previous $377 Million 13.53%
% of portfolio
0.28%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$38.64 - $40.17 $38,910 - $40,451
1,007 Added 10.44%
10,648 $428 Million
Q2 2025

Jul 22, 2025
BUY
$36.09 - $39.07 $347,943 - $376,673
9,641 New
9,641 $377 Million

Others Institutions Holding AOK

# of Institutions
173
Shares Held
4.55M
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
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