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 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-795- 49.94% |
$28.7K - $31.1K
|
797
$32.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-907- 3.2% |
$32.7K - $35.4K
|
27.4K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.08K- 2.87% |
$38.8K - $42K
|
36.4K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28K- 3.26% |
$46.2K - $50K
|
38K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.01K- 13.27% |
$72.4K - $78.4K
|
13.1K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.76K- 4.74% |
$99.4K - $108K
|
55.3K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.86K- 11.55% |
$103K - $112K
|
21.9K
$884K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.92K- 2.02% |
$105K - $114K
|
142K
$5.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.96K- 4.0% |
$107K - $116K
|
71.1K
$2.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.21K- 17.02% |
$116K - $126K
|
15.7K
$632K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.38K- 80.09% |
$122K - $132K
|
839
$33.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.46K- 53.13% |
$233K - $252K
|
5.69K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.92K- 7.76% |
$250K - $270K
|
82.2K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.93K- 56.33% |
$358K - $388K
|
7.7K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.9K- 37.06% |
$394K - $427K
|
18.6K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.8K- 24.24% |
$425K - $460K
|
36.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 44.74% |
$516K - $559K
|
17.7K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 8.75% |
$575K - $623K
|
166K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 70.17% |
$672K - $727K
|
7.91K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 4.23% |
$718K - $777K
|
451K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 31.78% |
$752K - $814K
|
44.8K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-109K- 68.49% |
$3.93M - $4.26M
|
50.2K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-114K- 95.12% |
$4.11M - $4.45M
|
5.83K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-155K- 38.07% |
$5.59M - $6.05M
|
252K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-165K- 99.34% |
$5.95M - $6.44M
|
1.1K
$44.2K
|