Unique Wealth, LLC Ishares Tr Core Conservative A Transaction History

Unique Wealth, LLC

$619 Billion
Q2 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Unique Wealth, LLC holds 12,337 shares of AOK stock, worth $483,487. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,337

Holding current value

$483,487

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$36.09 - $39.07 $445,242 - $482,006	12,337 New	12,337 $482 Million

Others Institutions Holding AOK

# of Institutions

176

Shares Held

4.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

471K
Shares

$18.4 Million
0.01% of portfolio
Sargent Bickham Lagudis LLC

405K
Shares

$15.9 Million
1.12% of portfolio
Black Rock Inc. New York, NY

328K
Shares

$12.8 Million
0.0% of portfolio
Curran Financial Partners, LLC

252K
Shares

$9.88 Million
2.52% of portfolio
Elevation Capital Advisory, LLC Bend, OR

237K
Shares

$9.29 Million
3.71% of portfolio

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About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
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