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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 82.19% |
$116K - $120K
|
682
$26.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.29K- 18.92% |
$121K - $125K
|
14.1K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 17.63% |
$168K - $174K
|
21.3K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.1K- 3.36% |
$188K - $195K
|
147K
$5.6M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.36K- 76.81% |
$197K - $204K
|
1.62K
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.73K- 9.3% |
$248K - $257K
|
65.6K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-6.84K- 4.12% |
$252K - $261K
|
159K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.02K- 4.72% |
$333K - $344K
|
182K
$6.96M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-9.43K- 8.36% |
$347K - $360K
|
103K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 59.32% |
$395K - $409K
|
7.35K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16.7KClosed |
$614K - $636K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 40.54% |
$711K - $736K
|
28.3K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.4K- 45.18% |
$751K - $777K
|
24.7K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-21.5K- 93.11% |
$794K - $822K
|
1.59K
$60.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.3K- 96.58% |
$860K - $890K
|
826
$31.6K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 65.44% |
$1.85M - $1.92M
|
26.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 51.38% |
$4.15M - $4.3M
|
107K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 48.72% |
$4.46M - $4.61M
|
127K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 87.59% |
$4.76M - $4.93M
|
18.3K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 43.12% |
$4.96M - $5.14M
|
178K
$6.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-422K- 85.06% |
$15.5M - $16.1M
|
74K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-565K- 91.35% |
$20.8M - $21.6M
|
53.5K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-630K- 93.43% |
$23.2M - $24M
|
44.3K
$1.69M
|