Mills Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 9,865 shares of AOK stock, worth $373,982. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,865

Previous 10,908 9.56%

Holding current value

$373,982

Previous $403 Million 5.31%

% of portfolio

0.26%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$36.8 - $38.71 $38,382 - $40,374	-1,043 Reduced 9.56%	9,865 $381 Million
Q2 2024 Aug 08, 2024	SELL	$35.66 - $37.13 $41,080 - $42,773	-1,152 Reduced 9.55%	10,908 $403 Million
Q1 2024 Jul 03, 2024	SELL	$35.65 - $36.85 $17,825 - $18,425	-500 Reduced 3.98%	12,060 $444 Million
Q4 2023 Jul 03, 2024	SELL	$33.17 - $36.3 $3,880 - $4,247	-117 Reduced 0.92%	12,560 $454 Million
Q3 2023 Jul 03, 2024	SELL	$33.87 - $35.64 $104,726 - $110,198	-3,092 Reduced 19.61%	12,677 $431 Million
Q2 2023 Jul 03, 2024	SELL	$34.52 - $35.41 $33,415 - $34,276	-968 Reduced 5.78%	15,769 $556 Million
Q1 2023 Jul 03, 2024	SELL	$33.78 - $35.5 $107,251 - $112,712	-3,175 Reduced 15.95%	16,737 $585 Million
Q4 2022 Jul 03, 2024	BUY	$32.15 - $34.82 $640,170 - $693,335	19,912 New	19,912 $669 Million

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

More about AOK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Account

Mills Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History