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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.68K+ 69.09% |
$219K - $228K
|
13.9K
$559K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 59.9% |
$579K - $601K
|
40K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7K+ 62.6% |
$914K - $951K
|
61.5K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 0.52% |
$116 - $121
|
577
$23.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
22.5KNew |
$870K - $905K
|
22.5K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.27K- 1.55% |
$87.8K - $91.3K
|
144K
$5.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
33+ 1.82% |
$1.28K - $1.33K
|
1.85K
$74.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.6K+ 3168.61% |
$1.53M - $1.59M
|
40.8K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.4K+ 310.12% |
$131K - $137K
|
4.5K
$181K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-580- 10.67% |
$22.4K - $23.3K
|
4.86K
$196K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
250+ 0.78% |
$9.66K - $10K
|
32.3K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-466- 2.7% |
$18K - $18.7K
|
16.8K
$676K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.1K- 97.13% |
$659K - $685K
|
503
$20.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 44.58% |
$14.5K - $15K
|
1.21K
$48.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.83K- 53.08% |
$148K - $154K
|
3.38K
$136K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$224K - $233K
|
5.81K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.01K+ 10.44% |
$38.9K - $40.5K
|
10.6K
$429K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.89% |
$155 - $161
|
453
$18.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.33K+ 31.22% |
$129K - $134K
|
14K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$196K - $204K
|
5.08K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-520- 7.19% |
$20.1K - $20.9K
|
6.71K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01KNew |
$194K - $201K
|
5.01K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-780- 2.57% |
$30.1K - $31.3K
|
29.6K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
632+ 36.68% |
$24.4K - $25.4K
|
2.36K
$94.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 15.33% |
$3.32K - $3.45K
|
475
$19.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.84K+ 31.24% |
$70.9K - $73.8K
|
7.71K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46+ 3.91% |
$1.78K - $1.85K
|
1.22K
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.79K- 14.13% |
$224K - $233K
|
35.2K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 95.14% |
$5.77M - $6M
|
7.62K
$307K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
783+ 0.55% |
$30.3K - $31.5K
|
142K
$5.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600+ 38.12% |
$23.2K - $24.1K
|
2.17K
$87.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.16K- 16.62% |
$83.5K - $86.8K
|
10.8K
$436K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
793+ 1.0% |
$30.6K - $31.9K
|
80.2K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.74K+ 10.51% |
$67.2K - $69.8K
|
18.3K
$736K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
438New |
$16.9K - $17.6K
|
438
$17.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-227K- 95.8% |
$8.77M - $9.12M
|
9.95K
$401K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
53+ 0.51% |
$2.05K - $2.13K
|
10.5K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-91.8K- 88.84% |
$3.55M - $3.69M
|
11.5K
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.3% |
$850 - $884
|
7.35K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
814New |
$31.5K - $32.7K
|
814
$32.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$116 - $121
|
5.69K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.33K- 6.84% |
$89.9K - $93.5K
|
31.7K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.47K- 43.29% |
$173K - $179K
|
5.85K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
31+ 6.1% |
$1.2K - $1.25K
|
539
$21.7K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-473- 99.37% |
$18.3K - $19K
|
3
$121
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 2.07% |
$39.9K - $41.5K
|
50.9K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 342.92% |
$120K - $125K
|
4K
$161K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
51.6KNew |
$1.99M - $2.07M
|
51.6K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 6.45% |
$92.3K - $95.9K
|
34.7K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.26KNew |
$203K - $211K
|
5.26K
$212K
|
|