Ima Wealth, Inc. Ishares Tr Core Conservative A Transaction History
Ima Wealth, Inc.
- $914 Million
- Q2 2025
A detailed history of Ima Wealth, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Ima Wealth, Inc. holds 7,212 shares of AOK stock, worth $282,998. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,212
Previous 6,921
4.2%
Holding current value
$282,998
Previous $260,000
8.08%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AOK
# of Institutions
174Shares Held
4.89MCall 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