A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 6,068 shares of AOK stock, worth $227,003. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,068
Previous 5,998 1.17%
Holding current value
$227,003
Previous $221 Million 5.92%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$36.8 - $38.71 $2,576 - $2,709
70 Added 1.17%
6,068 $235 Million
Q1 2024

May 07, 2024

BUY
$35.65 - $36.85 $2,780 - $2,874
78 Added 1.32%
5,998 $221 Million
Q4 2023

Feb 06, 2024

BUY
$33.17 - $36.3 $196,366 - $214,895
5,920 New
5,920 $214 Million

Others Institutions Holding AOK

About ISHARES TR CORE CONSERVATIVE A


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

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.