Purchases and Sales Made in Q2 2025 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
237KNew |
$8.55M - $9.26M
|
237K
$9.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 254.07% |
$4.06M - $4.4M
|
157K
$6.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
34KNew |
$1.23M - $1.33M
|
34K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$445K - $482K
|
12.3K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.7KNew |
$386K - $418K
|
10.7K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.64KNew |
$348K - $377K
|
9.64K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.22KNew |
$297K - $321K
|
8.22K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.06KNew |
$291K - $315K
|
8.06K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.88KNew |
$212K - $230K
|
5.88K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 4.68% |
$128K - $139K
|
79.4K
$3.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.36K+ 30.49% |
$121K - $131K
|
14.4K
$563K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 7.89% |
$97.7K - $106K
|
37K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.64KNew |
$95.4K - $103K
|
2.64K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.61K+ 9.08% |
$94.1K - $102K
|
31.3K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 44.58% |
$90.9K - $98.4K
|
8.17K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 8.98% |
$90.2K - $97.6K
|
30.3K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.09K+ 21.56% |
$75.4K - $81.6K
|
11.8K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 3.63% |
$40.5K - $43.9K
|
32.1K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
912New |
$32.9K - $35.6K
|
912
$35.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
743New |
$26.8K - $29K
|
743
$29.2K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
476New |
$17.2K - $18.6K
|
476
$18.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 5.52% |
$17.1K - $18.6K
|
9.08K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
300New |
$10.8K - $11.7K
|
300
$11.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
291+ 4.2% |
$10.5K - $11.4K
|
7.21K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
176New |
$6.35K - $6.88K
|
176
$6.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
170+ 1.27% |
$6.14K - $6.64K
|
13.6K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
103+ 1.14% |
$3.72K - $4.02K
|
9.1K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
77+ 2.19% |
$2.78K - $3.01K
|
3.59K
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
75+ 0.88% |
$2.71K - $2.93K
|
8.58K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.66% |
$1.73K - $1.88K
|
7.33K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
37+ 7.86% |
$1.34K - $1.45K
|
508
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 0.52% |
$1.23K - $1.33K
|
6.58K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.49% |
$1.08K - $1.17K
|
6.19K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.37% |
$722 - $781
|
5.42K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.69% |
$577 - $625
|
2.34K
$92K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 1.59% |
$325 - $352
|
574
$22.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.81% |
$289 - $313
|
997
$39.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2New |
$72.2 - $78.1
|
2
$78.5
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$253 - $273
|
3.16K
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 1.24% |
$3.61K - $3.91K
|
7.96K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 1.03% |
$3.61K - $3.91K
|
9.62K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 13.76% |
$4.87K - $5.27K
|
846
$33.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-288- 1.64% |
$10.4K - $11.3K
|
17.3K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-417- 5.45% |
$15K - $16.3K
|
7.23K
$284K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-474- 2.31% |
$17.1K - $18.5K
|
20.1K
$787K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-482- 1.56% |
$17.4K - $18.8K
|
30.4K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-523- 6.78% |
$18.9K - $20.4K
|
7.2K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-614- 10.15% |
$22.2K - $24K
|
5.44K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-631- 4.63% |
$22.8K - $24.7K
|
13K
$510K
|