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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229+ 54.39% |
$8.26K - $8.95K
|
650
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
226+ 33.14% |
$8.16K - $8.83K
|
908
$36.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
176New |
$6.35K - $6.88K
|
176
$7.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
170+ 1.27% |
$6.14K - $6.64K
|
13.6K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
103+ 1.14% |
$3.72K - $4.02K
|
9.1K
$367K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.25% |
$3.18K - $3.44K
|
36K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
77+ 2.19% |
$2.78K - $3.01K
|
3.59K
$145K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
75+ 0.88% |
$2.71K - $2.93K
|
8.58K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
64+ 11.57% |
$2.31K - $2.5K
|
617
$24.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.66% |
$1.73K - $1.88K
|
7.33K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46+ 0.32% |
$1.66K - $1.8K
|
14.6K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 3.98% |
$1.62K - $1.76K
|
1.18K
$47.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.4% |
$1.48K - $1.6K
|
10.3K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
37+ 7.86% |
$1.34K - $1.45K
|
508
$20.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36+ 0.51% |
$1.3K - $1.41K
|
7.16K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
35+ 5.73% |
$1.26K - $1.37K
|
646
$26K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 0.52% |
$1.23K - $1.33K
|
6.58K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.49% |
$1.08K - $1.17K
|
6.19K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.37% |
$722 - $781
|
5.42K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.69% |
$577 - $625
|
2.34K
$94.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 1.59% |
$325 - $352
|
574
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.02% |
$289 - $313
|
33.3K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.81% |
$289 - $313
|
997
$40.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.67% |
$108 - $117
|
449
$18.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2New |
$72.2 - $78.1
|
2
$80.6
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.75% |
$36.1 - $39.1
|
58
$2.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$253 - $273
|
3.16K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 0.9% |
$614 - $664
|
1.87K
$75.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 18.04% |
$1.26K - $1.37K
|
159
$6.41K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-39- 6.5% |
$1.41K - $1.52K
|
561
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-40- 0.13% |
$1.44K - $1.56K
|
31.1K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43- 2.66% |
$1.55K - $1.68K
|
1.57K
$63.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 1.03% |
$3.61K - $3.91K
|
9.62K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 1.24% |
$3.61K - $3.91K
|
7.96K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 7.01% |
$4.4K - $4.77K
|
1.62K
$65.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 13.76% |
$4.87K - $5.27K
|
846
$34.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-288- 1.64% |
$10.4K - $11.3K
|
17.3K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-331- 51.24% |
$11.9K - $12.9K
|
315
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-337- 2.64% |
$12.2K - $13.2K
|
12.4K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-417- 5.45% |
$15K - $16.3K
|
7.23K
$291K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-474- 2.31% |
$17.1K - $18.5K
|
20.1K
$809K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-482- 1.56% |
$17.4K - $18.8K
|
30.4K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-523- 6.78% |
$18.9K - $20.4K
|
7.2K
$290K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-614- 10.15% |
$22.2K - $24K
|
5.44K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-631- 4.63% |
$22.8K - $24.7K
|
13K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-767- 4.19% |
$27.7K - $30K
|
17.6K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-773- 2.66% |
$27.9K - $30.2K
|
28.2K
$1.14M
|