Spire Wealth Management Ishares Tr Core Conservative A Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Spire Wealth Management holds 7,112 shares of AOK stock, worth $268,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,112
Previous 9,774 27.24%
Holding current value
$268,833
Previous $364,000 26.65%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$36.86 - $38.15 $98,121 - $101,555
-2,662 Reduced 27.24%
7,112 $267,000
Q2 2024

Jul 31, 2024
SELL
$35.66 - $37.13 $38,156 - $39,729
-1,070 Reduced 9.87%
9,774 $360,000
Q1 2024

Apr 24, 2024
SELL
$35.65 - $36.85 $38,787 - $40,092
-1,088 Reduced 9.12%
10,844 $399,000
Q4 2023

Feb 06, 2024
SELL
$33.17 - $36.3 $124,652 - $136,415
-3,758 Reduced 23.95%
11,932 $431,000
Q3 2023

Nov 08, 2023
SELL
$33.87 - $35.64 $299,343 - $314,986
-8,838 Reduced 36.03%
15,690 $532,000
Q1 2023

May 09, 2023
BUY
$33.78 - $35.5 $520,516 - $547,019
15,409 Added 168.98%
24,528 $857,000
Q4 2022

Feb 03, 2023
BUY
$32.15 - $34.82 $293,175 - $317,523
9,119 New
9,119 $306,000
Q2 2022

Jul 22, 2022
BUY
$33.89 - $37.78 $573,452 - $639,275
16,921 Added 31.0%
71,508 $2.47 Million
Q1 2022

Apr 18, 2022
BUY
$36.82 - $39.84 $2,761 - $2,988
75 Added 0.14%
54,587 $2.06 Million
Q3 2021

Oct 22, 2021
SELL
$39.5 - $40.38 $184,583 - $188,695
-4,673 Reduced 7.9%
54,512 $2.15 Million
Q2 2021

Jul 26, 2021
SELL
$38.82 - $39.8 $237,461 - $243,456
-6,117 Reduced 9.37%
59,185 $2.36 Million
Q1 2021

May 21, 2021
BUY
$38.23 - $39.22 $2.5 Million - $2.56 Million
65,302 New
65,302 $998,000

Others Institutions Holding AOK

# of Institutions
169
Shares Held
5.11M
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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email