Moss Adams Wealth Advisors LLC Ishares Tr Core Conservative A Transaction History

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024

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 6,096 shares of AOK stock, worth $231,282. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,096
Previous 6,068 0.46%
Holding current value
$231,282
Previous $235 Million 3.07%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$37.3 - $38.64 $1,044 - $1,081
28 Added 0.46%
6,096 $227 Million
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

# of Institutions
179
Shares Held
7.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email