Purchases and Sales Made in Q3 2025 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR CORE CONSERVATIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 6.44% |
$78K - $81.1K
|
33.3K
$1.34M
|
|
|
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 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.06K+ 7.4% |
$41.1K - $42.7K
|
15.4K
$621K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
793+ 1.0% |
$30.6K - $31.9K
|
80.2K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
783+ 0.55% |
$30.3K - $31.5K
|
142K
$5.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
774New |
$29.9K - $31.1K
|
774
$31.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
709+ 2.13% |
$27.4K - $28.5K
|
34K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
632+ 36.68% |
$24.4K - $25.4K
|
2.36K
$94.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600+ 38.12% |
$23.2K - $24.1K
|
2.17K
$87.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
438New |
$16.9K - $17.6K
|
438
$17.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 44.58% |
$14.5K - $15K
|
1.21K
$48.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
373+ 1.32% |
$14.4K - $15K
|
28.6K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
314+ 0.85% |
$12.1K - $12.6K
|
37.1K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
250+ 0.78% |
$9.66K - $10K
|
32.3K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.09% |
$9.39K - $9.76K
|
22.5K
$908K
|
|