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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
166KNew |
$6.12M - $6.33M
|
166K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
157K+ 62.98% |
$5.8M - $6M
|
407K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54.6KNew |
$2.01M - $2.08M
|
54.6K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
28.7KNew |
$1.06M - $1.1M
|
28.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.8KNew |
$913K - $945K
|
24.8K
$937K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.5K+ 3663.4% |
$867K - $897K
|
24.2K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
21.1K+ 21.43% |
$778K - $805K
|
120K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 156.66% |
$749K - $776K
|
33.3K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 36.59% |
$749K - $776K
|
75.9K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 3.55% |
$596K - $616K
|
471K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7K+ 46.02% |
$470K - $486K
|
40.5K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.2K+ 33.44% |
$448K - $464K
|
48.5K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.69KNew |
$357K - $370K
|
9.69K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.9K+ 143.04% |
$328K - $340K
|
15.1K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.67KNew |
$283K - $293K
|
7.67K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.47K+ 25.55% |
$275K - $285K
|
36.7K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7KNew |
$258K - $267K
|
7K
$265K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.86K+ 28.27% |
$253K - $262K
|
31.1K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.43K+ 26.22% |
$237K - $245K
|
30.9K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33K+ 14.55% |
$233K - $242K
|
49.9K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.9K+ 25.02% |
$217K - $225K
|
29.5K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$213K - $220K
|
5.77K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.65KNew |
$208K - $216K
|
5.65K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.38K+ 12.53% |
$161K - $167K
|
39.3K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.1K+ 2.92% |
$151K - $156K
|
145K
$5.46M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.01K+ 7.42% |
$148K - $153K
|
58.1K
$2.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.78K+ 33.86% |
$103K - $106K
|
11K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.1KNew |
$77.4K - $80.2K
|
2.1K
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.83KNew |
$67.5K - $69.8K
|
1.83K
$69.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59KNew |
$58.7K - $60.7K
|
1.59K
$60.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 5.58% |
$56.5K - $58.5K
|
29K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.32K+ 23.31% |
$48.7K - $50.4K
|
6.99K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.24K+ 7.59% |
$45.6K - $47.2K
|
17.5K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.61% |
$44K - $45.6K
|
34.3K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$21.2K - $21.9K
|
575
$21.7K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
565New |
$20.8K - $21.6K
|
565
$21.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
471New |
$17.4K - $18K
|
471
$17.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
333+ 67.82% |
$12.3K - $12.7K
|
824
$31.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
331+ 105.08% |
$12.2K - $12.6K
|
646
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
266+ 1.47% |
$9.8K - $10.1K
|
18.3K
$693K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 25.29% |
$7.3K - $7.55K
|
981
$37.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171+ 68.4% |
$6.3K - $6.52K
|
421
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
132New |
$4.87K - $5.04K
|
132
$4.99K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 5.26% |
$3.21K - $3.32K
|
1.74K
$65.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
63+ 1.03% |
$2.32K - $2.4K
|
6.16K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54+ 0.79% |
$1.99K - $2.06K
|
6.89K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51+ 0.14% |
$1.88K - $1.95K
|
35.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
45+ 0.65% |
$1.66K - $1.72K
|
6.92K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
38New |
$1.4K - $1.45K
|
38
$1.44K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
34+ 5.89% |
$1.25K - $1.3K
|
611
$23.1K
|