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
$9.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
220KNew |
$7.93M - $8.58M
|
220K
$8.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 254.07% |
$4.06M - $4.4M
|
157K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 183.38% |
$3.61M - $3.91M
|
155K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
34KNew |
$1.23M - $1.33M
|
34K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7K+ 46.25% |
$893K - $967K
|
78.3K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 137.96% |
$791K - $856K
|
37.8K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 10.08% |
$646K - $700K
|
196K
$7.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 15.41% |
$593K - $642K
|
123K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 219.77% |
$583K - $631K
|
23.5K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.8K+ 34.85% |
$462K - $500K
|
49.5K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$445K - $482K
|
12.3K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 65.96% |
$436K - $472K
|
30.4K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.7KNew |
$386K - $418K
|
10.7K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 123.53% |
$367K - $397K
|
18.4K
$742K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.64KNew |
$348K - $377K
|
9.64K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.22KNew |
$297K - $321K
|
8.22K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.06KNew |
$291K - $315K
|
8.06K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$240K - $260K
|
6.64K
$268K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.88KNew |
$212K - $230K
|
5.88K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 4.68% |
$128K - $139K
|
79.4K
$3.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.54KNew |
$128K - $138K
|
3.54K
$143K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.36K+ 30.49% |
$121K - $131K
|
14.4K
$579K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 7.89% |
$97.7K - $106K
|
37K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.64KNew |
$95.4K - $103K
|
2.64K
$107K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.61K+ 9.08% |
$94.1K - $102K
|
31.3K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 44.58% |
$90.9K - $98.4K
|
8.17K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 8.98% |
$90.2K - $97.6K
|
30.3K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.4K+ 1.88% |
$86.5K - $93.7K
|
130K
$5.23M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.25KNew |
$81.2K - $87.9K
|
2.25K
$90.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.09K+ 21.56% |
$75.4K - $81.6K
|
11.8K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.61K+ 17.78% |
$58.1K - $62.9K
|
10.7K
$430K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 4.22% |
$57.8K - $62.6K
|
39.6K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 8.02% |
$48.6K - $52.6K
|
18.1K
$731K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 3.63% |
$40.5K - $43.9K
|
32.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
968+ 4.54% |
$34.9K - $37.8K
|
22.3K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
912New |
$32.9K - $35.6K
|
912
$36.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
897+ 108.6% |
$32.4K - $35K
|
1.72K
$69.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
743New |
$26.8K - $29K
|
743
$30K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
542+ 1.34% |
$19.6K - $21.2K
|
41K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
476New |
$17.2K - $18.6K
|
476
$19.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 5.52% |
$17.1K - $18.6K
|
9.08K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
407+ 25.53% |
$14.7K - $15.9K
|
2K
$80.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
368+ 3.64% |
$13.3K - $14.4K
|
10.5K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332New |
$12K - $13K
|
332
$13.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
300New |
$10.8K - $11.7K
|
300
$12.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
291+ 4.2% |
$10.5K - $11.4K
|
7.21K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
288+ 1.17% |
$10.4K - $11.3K
|
25K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253+ 3.1% |
$9.13K - $9.88K
|
8.43K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 13.93% |
$9.02K - $9.77K
|
2.05K
$82.4K
|