Sovereign Financial Group, Inc. Ishares Tr Core Conservative A Transaction History

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 15,421 shares of AOK stock, worth $620,695. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,421
Previous 14,358 7.4%
Holding current value
$620,695
Previous $560,000 10.54%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$38.64 - $40.17 $41,074 - $42,700
1,063 Added 7.4%
15,421 $619,000
Q2 2025

Jul 25, 2025
BUY
$36.09 - $39.07 $121,081 - $131,079
3,355 Added 30.49%
14,358 $560,000
Q1 2025

Apr 11, 2025
BUY
$36.86 - $38.15 $102,581 - $106,171
2,783 Added 33.86%
11,003 $413,000
Q4 2024

Jan 14, 2025
BUY
$37.3 - $38.64 $73,219 - $75,850
1,963 Added 31.37%
8,220 $306,000
Q3 2024

Oct 08, 2024
BUY
$36.8 - $38.71 $230,257 - $242,208
6,257 New
6,257 $241,000

Others Institutions Holding AOK

# of Institutions
173
Shares Held
4.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

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  • Ticker AOK
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