Latest Institutional Transactions on Ishares Tr Core Conservative A (AOK)
This table provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.31% |
$479 - $496
|
4.21K
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.2K+ 33.44% |
$448K - $464K
|
48.5K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 16.01% |
$85.4K - $88.4K
|
12.1K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.67KNew |
$283K - $293K
|
7.67K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.29K- 18.92% |
$121K - $125K
|
14.1K
$522K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
$258 - $267
|
9K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16.7KClosed |
$614K - $636K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
471New |
$17.4K - $18K
|
471
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
28.7KNew |
$1.06M - $1.1M
|
28.7K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-549- 2.6% |
$20.2K - $20.9K
|
20.5K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
63+ 1.03% |
$2.32K - $2.4K
|
6.16K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.41% |
$147 - $153
|
989
$36.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.1K+ 2.92% |
$151K - $156K
|
145K
$5.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-6.84K- 4.12% |
$252K - $261K
|
159K
$5.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.78K+ 33.86% |
$103K - $106K
|
11K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
38New |
$1.4K - $1.45K
|
38
$1.41K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-926- 9.82% |
$34.1K - $35.3K
|
8.51K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$21.2K - $21.9K
|
575
$21.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 25.29% |
$7.3K - $7.55K
|
981
$36.3K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
402New |
$15K - $15.5K
|
402
$14.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-404- 10.44% |
$15.1K - $15.6K
|
3.46K
$128K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.67KNew |
$211K - $219K
|
5.67K
$210K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-951- 11.19% |
$35.5K - $36.7K
|
7.55K
$280K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 5.7% |
$634 - $657
|
315
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.81KNew |
$67.4K - $69.8K
|
1.81K
$66.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-291- 1.79% |
$10.9K - $11.2K
|
16K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
577New |
$21.5K - $22.3K
|
577
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 3.95% |
$38.9K - $40.3K
|
27.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
22.6KNew |
$844K - $875K
|
22.6K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 142.17% |
$4.8M - $4.98M
|
219K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
596+ 2.35% |
$22.2K - $23K
|
25.9K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 1.52% |
$485 - $502
|
871
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.73K- 20.75% |
$177K - $183K
|
18.1K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 1.27% |
$43.9K - $45.5K
|
91.2K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-218- 52.91% |
$8.13K - $8.42K
|
194
$7.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-365- 42.64% |
$13.6K - $14.1K
|
491
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
345+ 1.96% |
$12.9K - $13.3K
|
18K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.7K- 6.7% |
$512K - $531K
|
191K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$879K - $911K
|
23.6K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 3.54% |
$2.57K - $2.67K
|
1.88K
$69.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.13K- 7.47% |
$42K - $43.5K
|
14K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
592New |
$22.1K - $22.9K
|
592
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.6K+ 1417.85% |
$806K - $835K
|
23.1K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 84.26% |
$120K - $125K
|
602
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 86.12% |
$5.39M - $5.58M
|
312K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 215.87% |
$3.76M - $3.9M
|
148K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.59K+ 3.71% |
$96.5K - $100K
|
72.3K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.88KNew |
$256K - $266K
|
6.88K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
805+ 2.24% |
$30K - $31.1K
|
36.7K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.92K- 45.18% |
$333K - $345K
|
10.8K
$401K
|
|