Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)
This list provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
93.6K+ 222.01% |
$3.74M - $3.82M
|
136K
$5.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.9K+ 83.96% |
$516K - $528K
|
28.4K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.02KNew |
$320K - $327K
|
8.02K
$323K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
6KNew |
$239K - $245K
|
6K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.65K+ 17.8% |
$185K - $190K
|
30.8K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$157K - $160K
|
3.93K
$158K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.75K+ 32.28% |
$149K - $153K
|
15.4K
$618K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.43KNew |
$96.8K - $98.9K
|
2.43K
$97.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 19.07% |
$43.3K - $44.2K
|
6.78K
$273K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
585+ 1.76% |
$23.3K - $23.9K
|
33.9K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
236+ 32.02% |
$9.41K - $9.62K
|
973
$39.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 1.37% |
$239 - $245
|
444
$17.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.73% |
$239 - $245
|
830
$33.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4+ 2.63% |
$160 - $163
|
156
$6.28K
|
|
| Q3 2025 | |||||||
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
51.6KNew |
$1.99M - $2.07M
|
51.6K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.6K+ 10.33% |
$1.8M - $1.87M
|
497K
$20M
|
|
|
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 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2K+ 43.93% |
$1.21M - $1.25M
|
102K
$4.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.3K+ 19.72% |
$938K - $975K
|
147K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7K+ 62.6% |
$914K - $951K
|
61.5K
$2.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
22.5KNew |
$870K - $905K
|
22.5K
$906K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.1K+ 2212.22% |
$776K - $807K
|
21K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3KNew |
$670K - $696K
|
17.3K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 59.9% |
$579K - $601K
|
40K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
10.7K+ 34.36% |
$413K - $429K
|
41.8K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.1KNew |
$274K - $285K
|
7.1K
$286K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6KNew |
$232K - $241K
|
6K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$224K - $233K
|
5.81K
$234K
|
|
|
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
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 59.92% |
$210K - $219K
|
14.5K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.26KNew |
$203K - $211K
|
5.26K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.15K+ 77.52% |
$199K - $207K
|
11.8K
$475K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$196K - $204K
|
5.08K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$194K - $202K
|
5.02K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01KNew |
$194K - $201K
|
5.01K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 5.38% |
$171K - $178K
|
86.6K
$3.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.4K+ 310.12% |
$131K - $137K
|
4.5K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.33K+ 31.22% |
$129K - $134K
|
14K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 342.92% |
$120K - $125K
|
4K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.94K+ 0.99% |
$75K - $78K
|
197K
$7.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.84K+ 31.24% |
$70.9K - $73.8K
|
7.71K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.74K+ 10.51% |
$67.2K - $69.8K
|
18.3K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.28K+ 11.24% |
$49.4K - $51.4K
|
12.7K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 59.9% |
$47.3K - $49.2K
|
3.27K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 2.95% |
$45.2K - $47K
|
40.8K
$1.64M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.01K+ 10.44% |
$38.9K - $40.5K
|
10.6K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
990+ 12.86% |
$38.3K - $39.8K
|
8.69K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
896+ 5.72% |
$34.6K - $36K
|
16.6K
$667K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
814New |
$31.5K - $32.7K
|
814
$32.8K
|
|