National Wealth Management Group, LLC Ishares Tr Core Conservative A Transaction History

National Wealth Management Group, LLC

  • $129 Billion
  • Q1 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,825 shares of AOK stock, worth $328,201. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,825
Previous 8,825 -0.0%
Holding current value
$328,201
Previous $319 Million 1.87%
% of portfolio
0.25%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
BUY
$33.78 - $35.5 $298,108 - $313,287
8,825 New
8,825 $309 Million
Q4 2022

Nov 17, 2023
SELL
$32.67 - $34.82 $29,076 - $30,989
-890 Reduced 9.16%
8,825 $297 Million
Q3 2022

Nov 17, 2023
BUY
$33.05 - $35.96 $29,414 - $32,004
890 Added 10.08%
9,715 $317 Million
Q2 2022

Nov 17, 2023
SELL
$33.89 - $37.78 $61,781 - $68,872
-1,823 Reduced 15.8%
9,715 $336 Million
Q1 2022

Nov 17, 2023
SELL
$36.82 - $39.84 $88,220 - $95,456
-2,396 Reduced 17.2%
11,538 $435 Million
Q4 2021

Nov 17, 2023
BUY
$39.36 - $40.4 $201,090 - $206,403
5,109 Added 57.89%
13,934 $557 Million

Others Institutions Holding AOK

# of Institutions
158
Shares Held
5.52M
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
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