Purchases and Sales Made in Q3 2025 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
51.6KNew |
$1.99M - $2.07M
|
51.6K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.26KNew |
$203K - $211K
|
5.26K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$194K - $202K
|
5.02K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 342.92% |
$120K - $125K
|
4K
$161K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 6.44% |
$78K - $81.1K
|
33.3K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.06K+ 7.4% |
$41.1K - $42.7K
|
15.4K
$622K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 2.07% |
$39.9K - $41.5K
|
50.9K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
990+ 12.86% |
$38.3K - $39.8K
|
8.69K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
314+ 0.85% |
$12.1K - $12.6K
|
37.1K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
100+ 1.1% |
$3.86K - $4.02K
|
9.2K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
41+ 0.66% |
$1.58K - $1.65K
|
6.23K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
31+ 6.1% |
$1.2K - $1.25K
|
539
$21.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 0.57% |
$696 - $723
|
3.18K
$128K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.8% |
$309 - $321
|
1.01K
$40.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-34- 0.35% |
$1.31K - $1.37K
|
9.59K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109- 12.88% |
$4.21K - $4.38K
|
737
$29.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-173- 1.47% |
$6.68K - $6.95K
|
11.6K
$468K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-398- 1.98% |
$15.4K - $16K
|
19.7K
$793K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-473- 99.37% |
$18.3K - $19K
|
3
$121
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.27K- 4.65% |
$49.2K - $51.2K
|
26.1K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 6.45% |
$92.3K - $95.9K
|
34.7K
$1.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-7.98K- 15.91% |
$308K - $321K
|
42.2K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-97.5K- 38.66% |
$3.77M - $3.91M
|
155K
$6.23M
|