A detailed history of Curran Financial Partners, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Curran Financial Partners, LLC holds 180,674 shares of AOK stock, worth $6.83 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
180,674
Previous 167,918 7.6%
Holding current value
$6.83 Million
Previous $6.2 Million 12.63%
% of portfolio
2.39%
Previous 2.52%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$36.8 - $38.71 $469,420 - $493,784
12,756 Added 7.6%
180,674 $6.98 Million
Q2 2024

Jul 22, 2024

BUY
$35.66 - $37.13 $152,589 - $158,879
4,279 Added 2.61%
167,918 $6.2 Million
Q1 2024

May 02, 2024

BUY
$35.65 - $36.85 $172,439 - $178,243
4,837 Added 3.05%
163,639 $6.03 Million
Q4 2023

Jan 31, 2024

SELL
$33.17 - $36.3 $3.33 Million - $3.65 Million
-100,455 Reduced 38.75%
158,802 $5.74 Million
Q3 2023

Nov 09, 2023

BUY
$33.87 - $35.64 $3.82 Million - $4.02 Million
112,701 Added 76.9%
259,257 $8.8 Million
Q2 2023

Jul 11, 2023

SELL
$34.52 - $35.41 $2.2 Million - $2.26 Million
-63,794 Reduced 30.33%
146,556 $5.16 Million
Q1 2023

May 02, 2023

SELL
$33.78 - $35.5 $784,979 - $824,949
-23,238 Reduced 9.95%
210,350 $7.35 Million
Q4 2022

Feb 14, 2023

SELL
$32.15 - $34.82 $6.94 Million - $7.52 Million
-215,971 Reduced 48.04%
233,588 $7.85 Million
Q3 2022

Nov 03, 2022

SELL
$32.47 - $35.96 $2.02 Million - $2.24 Million
-62,218 Reduced 12.16%
449,559 $14.7 Million
Q2 2022

Aug 05, 2022

BUY
$33.89 - $37.78 $6.92 Million - $7.71 Million
204,090 Added 66.33%
511,777 $17.7 Million
Q1 2022

Apr 27, 2022

SELL
$36.82 - $39.84 $3.68 Million - $3.98 Million
-99,999 Reduced 24.53%
307,687 $11.6 Million
Q4 2021

Feb 10, 2022

BUY
$39.36 - $40.4 $4.49 Million - $4.61 Million
114,155 Added 38.89%
407,686 $16.3 Million
Q3 2021

Nov 09, 2021

BUY
$39.5 - $40.38 $1.6 Million - $1.64 Million
40,579 Added 16.04%
293,531 $11.6 Million
Q2 2021

Aug 26, 2021

SELL
$38.82 - $39.8 $1.52 Million - $1.56 Million
-39,210 Reduced 13.42%
252,952 $10.1 Million
Q1 2021

May 19, 2021

BUY
$38.23 - $39.22 $4.94 Million - $5.06 Million
129,135 Added 79.21%
292,162 $11.3 Million
Q4 2020

Mar 01, 2021

BUY
$36.77 - $38.75 $5.99 Million - $6.32 Million
163,027 New
163,027 $6.32 Million

Others Institutions Holding AOK

About ISHARES TR CORE CONSERVATIVE A


  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Curran Financial Partners, LLC Portfolio

Follow Curran Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.