Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)
This list provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
237KNew |
$8.55M - $9.26M
|
237K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
220KNew |
$7.93M - $8.58M
|
220K
$8.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 254.07% |
$4.06M - $4.4M
|
157K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 183.38% |
$3.61M - $3.91M
|
155K
$6.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
34KNew |
$1.23M - $1.33M
|
34K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7K+ 46.25% |
$893K - $967K
|
78.3K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 137.96% |
$791K - $856K
|
37.8K
$1.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 10.08% |
$646K - $700K
|
196K
$7.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 15.41% |
$593K - $642K
|
123K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 219.77% |
$583K - $631K
|
23.5K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.8K+ 34.85% |
$462K - $500K
|
49.5K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$445K - $482K
|
12.3K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 65.96% |
$436K - $472K
|
30.4K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.7KNew |
$386K - $418K
|
10.7K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 123.53% |
$367K - $397K
|
18.4K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.64KNew |
$348K - $377K
|
9.64K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.22KNew |
$297K - $321K
|
8.22K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.06KNew |
$291K - $315K
|
8.06K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$240K - $260K
|
6.64K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.88KNew |
$212K - $230K
|
5.88K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 4.68% |
$128K - $139K
|
79.4K
$3.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.54KNew |
$128K - $138K
|
3.54K
$142K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.36K+ 30.49% |
$121K - $131K
|
14.4K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 7.89% |
$97.7K - $106K
|
37K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.64KNew |
$95.4K - $103K
|
2.64K
$106K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.61K+ 9.08% |
$94.1K - $102K
|
31.3K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 44.58% |
$90.9K - $98.4K
|
8.17K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 8.98% |
$90.2K - $97.6K
|
30.3K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.4K+ 1.88% |
$86.5K - $93.7K
|
130K
$5.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.09K+ 21.56% |
$75.4K - $81.6K
|
11.8K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.61K+ 17.78% |
$58.1K - $62.9K
|
10.7K
$427K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 4.22% |
$57.8K - $62.6K
|
39.6K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 8.02% |
$48.6K - $52.6K
|
18.1K
$726K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 3.63% |
$40.5K - $43.9K
|
32.1K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
968+ 4.54% |
$34.9K - $37.8K
|
22.3K
$893K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
912New |
$32.9K - $35.6K
|
912
$36.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
897+ 108.6% |
$32.4K - $35K
|
1.72K
$69K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
743New |
$26.8K - $29K
|
743
$29.8K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
542+ 1.34% |
$19.6K - $21.2K
|
41K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
476New |
$17.2K - $18.6K
|
476
$19.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 5.52% |
$17.1K - $18.6K
|
9.08K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
407+ 25.53% |
$14.7K - $15.9K
|
2K
$80.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
368+ 3.64% |
$13.3K - $14.4K
|
10.5K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332New |
$12K - $13K
|
332
$13.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
300New |
$10.8K - $11.7K
|
300
$12K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
291+ 4.2% |
$10.5K - $11.4K
|
7.21K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
288+ 1.17% |
$10.4K - $11.3K
|
25K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253+ 3.1% |
$9.13K - $9.88K
|
8.43K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 13.93% |
$9.02K - $9.77K
|
2.05K
$81.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229+ 54.39% |
$8.26K - $8.95K
|
650
$26K
|