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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 0.73% |
$848 - $877
|
3.17K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23+ 0.32% |
$848 - $877
|
7.13K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.31% |
$737 - $763
|
6.54K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$553 - $572
|
15
$573
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.31% |
$479 - $496
|
4.21K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.34% |
$442 - $458
|
3.51K
$134K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.43% |
$369 - $382
|
2.33K
$89K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.43% |
$295 - $305
|
1.89K
$72.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8+ 0.44% |
$295 - $305
|
1.81K
$69.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
$258 - $267
|
9K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.08% |
$221 - $229
|
7.65K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.41% |
$147 - $153
|
989
$37.8K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.34% |
$111 - $114
|
874
$33.4K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.45% |
$73.7 - $76.3
|
446
$17K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$36.9 - $38.2
|
601
$23K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 5.18% |
$369 - $382
|
183
$6.99K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 0.59% |
$1.18K - $1.22K
|
5.4K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-56- 0.57% |
$2.06K - $2.14K
|
9.72K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 3.66% |
$3.69K - $3.82K
|
2.64K
$101K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-116- 1.88% |
$4.28K - $4.43K
|
6.05K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-126- 1.83% |
$4.64K - $4.81K
|
6.75K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-126- 10.03% |
$4.64K - $4.81K
|
1.13K
$43.2K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-133- 0.83% |
$4.9K - $5.07K
|
15.9K
$607K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.65% |
$6.34K - $6.56K
|
10.3K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-212- 14.51% |
$7.81K - $8.09K
|
1.25K
$47.7K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-240- 0.75% |
$8.85K - $9.16K
|
32K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-255- 3.0% |
$9.4K - $9.73K
|
8.23K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-272- 0.87% |
$10K - $10.4K
|
30.9K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-451- 7.05% |
$16.6K - $17.2K
|
5.95K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 97.25% |
$17K - $17.5K
|
13
$497
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-485- 2.5% |
$17.9K - $18.5K
|
18.9K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-530- 1.87% |
$19.5K - $20.2K
|
27.8K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-549- 2.6% |
$20.2K - $20.9K
|
20.5K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-568- 7.24% |
$20.9K - $21.7K
|
7.28K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-684- 4.78% |
$25.2K - $26.1K
|
13.6K
$521K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-872- 9.2% |
$32.1K - $33.3K
|
8.61K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-926- 9.82% |
$34.1K - $35.3K
|
8.51K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.03K- 2.69% |
$38.1K - $39.4K
|
37.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.17K- 6.53% |
$43.2K - $44.7K
|
16.8K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.18K- 8.46% |
$43.5K - $45.1K
|
12.8K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.6K- 9.9% |
$59.1K - $61.2K
|
14.6K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.77K- 16.33% |
$65.1K - $67.4K
|
9.05K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.59% |
$72.2K - $74.7K
|
16.5K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 19.86% |
$74.7K - $77.3K
|
8.17K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.08K- 2.28% |
$76.7K - $79.4K
|
89.1K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.19KClosed |
$80.5K - $83.4K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 16.01% |
$85.4K - $88.4K
|
12.1K
$464K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.55K- 15.98% |
$94K - $97.3K
|
13.4K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.66K- 27.24% |
$98.1K - $102K
|
7.11K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 18.64% |
$109K - $113K
|
12.9K
$493K
|