Wealth Forward, LLC Ishares Tr Core Conservative A Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Wealth Forward, LLC holds 17,252 shares of AOK stock, worth $676,968. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,252

Previous 17,540 1.64%

Holding current value

$676,968

Previous $660 Million 2.12%

% of portfolio

0.45%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$36.09 - $39.07 $10,393 - $11,252	-288 Reduced 1.64%	17,252 $674 Million
Q1 2025 May 07, 2025	BUY	$36.86 - $38.15 $45,632 - $47,229	1,238 Added 7.59%	17,540 $660 Million
Q4 2024 Jan 22, 2025	SELL	$37.3 - $38.64 $6,266 - $6,491	-168 Reduced 1.02%	16,302 $608 Million
Q3 2024 Oct 28, 2024	BUY	$36.8 - $38.71 $3,017 - $3,174	82 Added 0.5%	16,470 $637 Million
Q2 2024 Jul 19, 2024	BUY	$35.66 - $37.13 $1,961 - $2,042	55 Added 0.34%	16,388 $605 Million
Q1 2024 May 07, 2024	BUY	$35.65 - $36.85 $4,278 - $4,422	120 Added 0.74%	16,333 $601 Million
Q4 2023 Feb 21, 2024	BUY	$33.17 - $36.3 $537,785 - $588,531	16,213 New	16,213 $586 Million

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

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Wealth Forward, LLC Ishares Tr Core Conservative A Transaction History