True Private Wealth Advisors Ishares Tr Core Conservative A Transaction History

True Private Wealth Advisors

$788 Million
Q1 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, True Private Wealth Advisors holds 11,380 shares of AOK stock, worth $446,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,380

Previous 11,380 -0.0%

Holding current value

$446,551

Previous $424,000 0.94%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$35.65 - $36.85 $24,705 - $25,537	693 Added 6.48%	11,380 $419,000
Q2 2023 Aug 11, 2023	SELL	$34.52 - $35.41 $133,178 - $136,611	-3,858 Reduced 26.52%	10,687 $376,000
Q1 2023 May 11, 2023	BUY	$33.78 - $35.5 $491,330 - $516,347	14,545 New	14,545 $508,000
Q3 2022 Nov 04, 2022	BUY	$32.47 - $35.96 $1,818 - $2,013	56 Added 0.73%	7,765 $253,000
Q2 2022 Jul 28, 2022	BUY	$33.89 - $37.78 $474 - $528	14 Added 0.18%	7,709 $266,000
Q1 2022 May 09, 2022	BUY	$36.82 - $39.84 $283,329 - $306,568	7,695 New	7,695 $277,000

Others Institutions Holding AOK

# of Institutions

174

Shares Held

4.92M

Call Options Held

Put Options Held

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About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

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True Private Wealth Advisors Ishares Tr Core Conservative A Transaction History