Rtd Financial Advisors, Inc. Ishares Tr Core Conservative A Transaction History

Rtd Financial Advisors, Inc.

$832 Million
Q3 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 9,199 shares of AOK stock, worth $370,259. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,199

Previous 9,099 1.1%

Holding current value

$370,259

Previous $355,000 3.94%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$38.64 - $40.17 $3,864 - $4,017	100 Added 1.1%	9,199 $369,000
Q2 2025 Jul 15, 2025	BUY	$36.09 - $39.07 $3,717 - $4,024	103 Added 1.14%	9,099 $355,000
Q1 2025 Apr 16, 2025	BUY	$36.86 - $38.15 $258 - $267	7 Added 0.08%	8,996 $338,000
Q4 2024 Jan 21, 2025	BUY	$37.3 - $38.64 $4,214 - $4,366	113 Added 1.27%	8,989 $335,000
Q3 2024 Oct 30, 2024	SELL	$36.8 - $38.71 $36 - $38	-1 Reduced 0.01%	8,876 $343,000
Q2 2024 Jul 22, 2024	BUY	$35.66 - $37.13 $316,553 - $329,603	8,877 New	8,877 $327,000
Q3 2023 Oct 19, 2023	BUY	$33.87 - $35.64 $1,490 - $1,568	44 Added 0.41%	10,866 $369,000
Q2 2023 Jul 13, 2023	BUY	$34.52 - $35.41 $373,575 - $383,207	10,822 New	10,822 $381,000
Q3 2022 Oct 12, 2022	BUY	$32.47 - $35.96 $1,039 - $1,150	32 Added 0.25%	12,961 $423,000
Q2 2022 Jul 21, 2022	SELL	$33.89 - $37.78 $61,408 - $68,457	-1,812 Reduced 12.29%	12,929 $447,000
Q1 2022 May 03, 2022	BUY	$36.82 - $39.84 $11,009 - $11,912	299 Added 2.07%	14,741 $555,000
Q4 2021 May 02, 2022	BUY	$39.36 - $40.4 $568,437 - $583,456	14,442 New	14,442 $578,000

Others Institutions Holding AOK

# of Institutions

174

Shares Held

4.55M

Call Options Held

Put Options Held

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About ISHARES TR CORE CONSERVATIVE A

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Rtd Financial Advisors, Inc. Ishares Tr Core Conservative A Transaction History