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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.8KNew |
$913K - $945K
|
24.8K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.4K- 45.18% |
$751K - $777K
|
24.7K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-212- 14.51% |
$7.81K - $8.09K
|
1.25K
$48.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.86K+ 28.27% |
$253K - $262K
|
31.1K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-116- 1.88% |
$4.28K - $4.43K
|
6.05K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 18.64% |
$109K - $113K
|
12.9K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$213K - $220K
|
5.77K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 0.73% |
$848 - $877
|
3.17K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.77K- 16.33% |
$65.1K - $67.4K
|
9.05K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.61% |
$44K - $45.6K
|
34.3K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.43% |
$369 - $382
|
2.33K
$90.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.36K- 76.81% |
$197K - $204K
|
1.62K
$63.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 65.44% |
$1.85M - $1.92M
|
26.5K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.65% |
$6.34K - $6.56K
|
10.3K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 3.66% |
$3.69K - $3.82K
|
2.64K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.9K+ 25.02% |
$217K - $225K
|
29.5K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-240- 0.75% |
$8.85K - $9.16K
|
32K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-568- 7.24% |
$20.9K - $21.7K
|
7.28K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
333+ 67.82% |
$12.3K - $12.7K
|
824
$32.2K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.59% |
$72.2K - $74.7K
|
16.5K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23+ 0.32% |
$848 - $877
|
7.13K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-530- 1.87% |
$19.5K - $20.2K
|
27.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.03K- 2.69% |
$38.1K - $39.4K
|
37.5K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 36.59% |
$749K - $776K
|
75.9K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 3.55% |
$596K - $616K
|
471K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.24K+ 7.59% |
$45.6K - $47.2K
|
17.5K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.55K- 15.98% |
$94K - $97.3K
|
13.4K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
34+ 5.89% |
$1.25K - $1.3K
|
611
$23.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59KNew |
$58.7K - $60.7K
|
1.59K
$62.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-684- 4.78% |
$25.2K - $26.1K
|
13.6K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
45+ 0.65% |
$1.66K - $1.72K
|
6.92K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.65KNew |
$208K - $216K
|
5.65K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.08% |
$221 - $229
|
7.65K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-422K- 85.06% |
$15.5M - $16.1M
|
74K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
266+ 1.47% |
$9.8K - $10.1K
|
18.3K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.31% |
$737 - $763
|
6.54K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
21.1K+ 21.43% |
$778K - $805K
|
120K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-133- 0.83% |
$4.9K - $5.07K
|
15.9K
$620K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7K+ 46.02% |
$470K - $486K
|
40.5K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 0.59% |
$1.18K - $1.22K
|
5.4K
$211K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.01K+ 7.42% |
$148K - $153K
|
58.1K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-9.43K- 8.36% |
$347K - $360K
|
103K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-56- 0.57% |
$2.06K - $2.14K
|
9.72K
$380K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-451- 7.05% |
$16.6K - $17.2K
|
5.95K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-126- 10.03% |
$4.64K - $4.81K
|
1.13K
$44.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-272- 0.87% |
$10K - $10.4K
|
30.9K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.34% |
$442 - $458
|
3.51K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-630K- 93.43% |
$23.2M - $24M
|
44.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 97.25% |
$17K - $17.5K
|
13
$508
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 40.54% |
$711K - $736K
|
28.3K
$1.11M
|