Congress Asset Management CO Ishares Tr Core Conservative A Transaction History
Congress Asset Management CO
- $14 Billion
- Q2 2025
A detailed history of Congress Asset Management CO transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Congress Asset Management CO holds 50,155 shares of AOK stock, worth $1.97 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
50,155
Previous 159,165
68.49%
Holding current value
$1.97 Million
Previous $5.98 Million
67.26%
% of portfolio
0.01%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding AOK
# of Institutions
174Shares Held
5.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC451KShares$17.7 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.9 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.9 Million0.0% of portfolio
-
Curran Financial Partners, LLC252KShares$9.89 Million2.52% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR237KShares$9.3 Million3.71% of portfolio