Latest Institutional Transactions on Ishares Tr Core Conservative A (AOK)
This table provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.25% |
$3.18K - $3.44K
|
36K
$1.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.21K- 17.02% |
$116K - $126K
|
15.7K
$615K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 10.08% |
$646K - $700K
|
196K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 31.78% |
$752K - $814K
|
44.8K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 0.9% |
$614 - $664
|
1.87K
$73.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
288+ 1.17% |
$10.4K - $11.3K
|
25K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 219.77% |
$583K - $631K
|
23.5K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.4K+ 1.88% |
$86.5K - $93.7K
|
130K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 123.53% |
$367K - $397K
|
18.4K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
220KNew |
$7.93M - $8.58M
|
220K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
968+ 4.54% |
$34.9K - $37.8K
|
22.3K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-773- 2.66% |
$27.9K - $30.2K
|
28.2K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 18.04% |
$1.26K - $1.37K
|
159
$6.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 44.74% |
$516K - $559K
|
17.7K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 15.41% |
$593K - $642K
|
123K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253+ 3.1% |
$9.13K - $9.88K
|
8.43K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7K+ 46.25% |
$893K - $967K
|
78.3K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-337- 2.64% |
$12.2K - $13.2K
|
12.4K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-331- 51.24% |
$11.9K - $12.9K
|
315
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 13.93% |
$9.02K - $9.77K
|
2.05K
$80.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$240K - $260K
|
6.64K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.02% |
$289 - $313
|
33.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 65.96% |
$436K - $472K
|
30.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 8.02% |
$48.6K - $52.6K
|
18.1K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46+ 0.32% |
$1.66K - $1.8K
|
14.6K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
897+ 108.6% |
$32.4K - $35K
|
1.72K
$67.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
368+ 3.64% |
$13.3K - $14.4K
|
10.5K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 8.75% |
$575K - $623K
|
166K
$6.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.76K- 4.74% |
$99.4K - $108K
|
55.3K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229+ 54.39% |
$8.26K - $8.95K
|
650
$25.5K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-40- 0.13% |
$1.44K - $1.56K
|
31.1K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36+ 0.51% |
$1.3K - $1.41K
|
7.16K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 70.17% |
$672K - $727K
|
7.91K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
407+ 25.53% |
$14.7K - $15.9K
|
2K
$78.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.8K+ 34.85% |
$462K - $500K
|
49.5K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 183.38% |
$3.61M - $3.91M
|
155K
$6.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28K- 3.26% |
$46.2K - $50K
|
38K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.4% |
$1.48K - $1.6K
|
10.3K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
542+ 1.34% |
$19.6K - $21.2K
|
41K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
226+ 33.14% |
$8.16K - $8.83K
|
908
$35.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
64+ 11.57% |
$2.31K - $2.5K
|
617
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 4.23% |
$718K - $777K
|
451K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 7.01% |
$4.4K - $4.77K
|
1.62K
$63.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.67% |
$108 - $117
|
449
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.61K+ 17.78% |
$58.1K - $62.9K
|
10.7K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.08K- 2.87% |
$38.8K - $42K
|
36.4K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332New |
$12K - $13K
|
332
$13K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 3.98% |
$1.62K - $1.76K
|
1.18K
$46.1K
|