Purchases and Sales Made in Q1 2025 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
166KNew |
$6.12M - $6.33M
|
166K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
157K+ 62.98% |
$5.8M - $6M
|
407K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54.6KNew |
$2.01M - $2.08M
|
54.6K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
28.7KNew |
$1.06M - $1.1M
|
28.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.8KNew |
$913K - $945K
|
24.8K
$947K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.5K+ 3663.4% |
$867K - $897K
|
24.2K
$923K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
21.1K+ 21.43% |
$778K - $805K
|
120K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 156.66% |
$749K - $776K
|
33.3K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 36.59% |
$749K - $776K
|
75.9K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 3.55% |
$596K - $616K
|
471K
$18M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7K+ 46.02% |
$470K - $486K
|
40.5K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.2K+ 33.44% |
$448K - $464K
|
48.5K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.69KNew |
$357K - $370K
|
9.69K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.9K+ 143.04% |
$328K - $340K
|
15.1K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.67KNew |
$283K - $293K
|
7.67K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.47K+ 25.55% |
$275K - $285K
|
36.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7KNew |
$258K - $267K
|
7K
$267K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.86K+ 28.27% |
$253K - $262K
|
31.1K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.43K+ 26.22% |
$237K - $245K
|
30.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33K+ 14.55% |
$233K - $242K
|
49.9K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.9K+ 25.02% |
$217K - $225K
|
29.5K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$213K - $220K
|
5.77K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.65KNew |
$208K - $216K
|
5.65K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.38K+ 12.53% |
$161K - $167K
|
39.3K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.1K+ 2.92% |
$151K - $156K
|
145K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.01K+ 7.42% |
$148K - $153K
|
58.1K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.78K+ 33.86% |
$103K - $106K
|
11K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.1KNew |
$77.4K - $80.2K
|
2.1K
$80.3K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.83KNew |
$67.5K - $69.8K
|
1.83K
$69.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59KNew |
$58.7K - $60.7K
|
1.59K
$60.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 5.58% |
$56.5K - $58.5K
|
29K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.32K+ 23.31% |
$48.7K - $50.4K
|
6.99K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.24K+ 7.59% |
$45.6K - $47.2K
|
17.5K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.61% |
$44K - $45.6K
|
34.3K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$21.2K - $21.9K
|
575
$22K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
565New |
$20.8K - $21.6K
|
565
$21.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
471New |
$17.4K - $18K
|
471
$18K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
333+ 67.82% |
$12.3K - $12.7K
|
824
$31.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
331+ 105.08% |
$12.2K - $12.6K
|
646
$24.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
266+ 1.47% |
$9.8K - $10.1K
|
18.3K
$700K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 25.29% |
$7.3K - $7.55K
|
981
$37.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171+ 68.4% |
$6.3K - $6.52K
|
421
$16.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
132New |
$4.87K - $5.04K
|
132
$5.04K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 5.26% |
$3.21K - $3.32K
|
1.74K
$66.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
63+ 1.03% |
$2.32K - $2.4K
|
6.16K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54+ 0.79% |
$1.99K - $2.06K
|
6.89K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51+ 0.14% |
$1.88K - $1.95K
|
35.9K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
45+ 0.65% |
$1.66K - $1.72K
|
6.92K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
38New |
$1.4K - $1.45K
|
38
$1.45K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
34+ 5.89% |
$1.25K - $1.3K
|
611
$23.3K
|