Us Advisors Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Us Advisors Wealth Management, LLC

  • $284 Million
  • Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 6,632 shares of AOK stock, worth $249,960. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,632
Previous 6,601 0.47%
Holding current value
$249,960
Previous $243,000 0.41%
% of portfolio
0.09%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$35.66 - $37.13 $1,105 - $1,151
31 Added 0.47%
6,632 $244,000
Q1 2024

May 02, 2024
SELL
$35.65 - $36.85 $18,003 - $18,609
-505 Reduced 7.11%
6,601 $243,000
Q4 2023

Feb 12, 2024
BUY
$33.17 - $36.3 $3,814 - $4,174
115 Added 1.64%
7,106 $256,000
Q3 2023

Nov 09, 2023
BUY
$33.87 - $35.64 $1,287 - $1,354
38 Added 0.55%
6,991 $237,000
Q2 2023

Aug 01, 2023
SELL
$34.52 - $35.41 $32,103 - $32,931
-930 Reduced 11.8%
6,953 $245,000
Q1 2023

Apr 13, 2023
SELL
$33.78 - $35.5 $13,174 - $13,845
-390 Reduced 4.71%
7,883 $276,000
Q4 2022

Feb 10, 2023
SELL
$32.15 - $34.82 $86,194 - $93,352
-2,681 Reduced 24.48%
8,273 $278,000
Q3 2022

Nov 14, 2022
SELL
$32.47 - $35.96 $14,286 - $15,822
-440 Reduced 3.86%
10,954 $357,000
Q2 2022

Aug 12, 2022
SELL
$33.89 - $37.78 $166,366 - $185,462
-4,909 Reduced 30.11%
11,394 $394,000
Q1 2022

Jun 08, 2022
SELL
$36.82 - $39.84 $203,172 - $219,837
-5,518 Reduced 25.29%
16,303 $614,000
Q4 2021

Feb 14, 2022
SELL
$39.36 - $40.4 $5.83 Million - $5.98 Million
-148,000 Reduced 87.15%
21,821 $873,000
Q3 2021

Nov 03, 2021
BUY
$39.5 - $40.38 $693,146 - $708,588
17,548 Added 11.52%
169,821 $6.71 Million
Q2 2021

Aug 09, 2021
SELL
$38.82 - $39.8 $732,067 - $750,548
-18,858 Reduced 11.02%
152,273 $6.06 Million
Q1 2021

May 11, 2021
BUY
$38.23 - $39.22 $5.29 Million - $5.43 Million
138,445 Added 423.56%
171,131 $6.61 Million
Q4 2020

Feb 11, 2021
BUY
$36.77 - $38.75 $49,823 - $52,506
1,355 Added 4.32%
32,686 $1.26 Million
Q3 2020

Nov 04, 2020
BUY
$36.38 - $37.99 $28,631 - $29,898
787 Added 2.58%
31,331 $1.16 Million
Q2 2020

Aug 13, 2020
BUY
$33.39 - $36.73 $369,026 - $405,939
11,052 Added 56.7%
30,544 $1.11 Million
Q1 2020

Apr 28, 2020
BUY
$31.52 - $36.94 $348,705 - $408,667
11,063 Added 131.25%
19,492 $658,000
Q4 2019

Feb 14, 2020
BUY
$35.3 - $36.36 $297,543 - $306,478
8,429 New
8,429 $305,000

Others Institutions Holding AOK

# of Institutions
169
Shares Held
5.26M
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
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