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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
674KNew |
$25.2M - $26.1M
|
674K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
618KNew |
$23.1M - $23.9M
|
618K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
442K+ 828.39% |
$16.5M - $17.1M
|
496K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
347KNew |
$13M - $13.4M
|
347K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 166.56% |
$5.78M - $5.99M
|
248K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 86.12% |
$5.39M - $5.58M
|
312K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 142.17% |
$4.8M - $4.98M
|
219K
$8.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
115K+ 223.99% |
$4.28M - $4.43M
|
166K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 215.87% |
$3.76M - $3.9M
|
148K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
69.1K+ 38.22% |
$2.58M - $2.67M
|
250K
$9.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
43.5KNew |
$1.62M - $1.68M
|
43.5K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.9KNew |
$1.56M - $1.62M
|
41.9K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
38.5KNew |
$1.44M - $1.49M
|
38.5K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9KNew |
$1.41M - $1.46M
|
37.9K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.7K+ 265.72% |
$1.22M - $1.27M
|
45.1K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
31.2KNew |
$1.16M - $1.2M
|
31.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$879K - $911K
|
23.6K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
22.6KNew |
$844K - $875K
|
22.6K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.6K+ 1417.85% |
$806K - $835K
|
23.1K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
17.9KNew |
$668K - $692K
|
17.9K
$683K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$622K - $644K
|
16.7K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15.9KNew |
$592K - $613K
|
15.9K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.1K+ 60.81% |
$413K - $427K
|
29.2K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.88KNew |
$369K - $382K
|
9.88K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
9.68K+ 9.39% |
$361K - $374K
|
113K
$4.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.43KNew |
$352K - $364K
|
9.43K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.36K+ 35.07% |
$312K - $323K
|
32.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.47KNew |
$279K - $289K
|
7.47K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.88KNew |
$256K - $266K
|
6.88K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.46KNew |
$241K - $250K
|
6.46K
$246K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.67KNew |
$211K - $219K
|
5.67K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.55K+ 5.97% |
$207K - $214K
|
98.5K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.44K+ 29.7% |
$165K - $171K
|
19.4K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
4.01K+ 19.81% |
$150K - $155K
|
24.3K
$926K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.78K+ 39.75% |
$104K - $107K
|
9.78K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.59K+ 3.71% |
$96.5K - $100K
|
72.3K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.33K+ 31.58% |
$86.7K - $89.8K
|
9.69K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.26K+ 10.15% |
$84.3K - $87.3K
|
24.5K
$934K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.08KNew |
$77.4K - $80.2K
|
2.08K
$79.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.04K+ 12.4% |
$76.1K - $78.9K
|
18.5K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.98K+ 12.32% |
$73.9K - $76.5K
|
18.1K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.96K+ 31.37% |
$73.2K - $75.9K
|
8.22K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.92KNew |
$71.7K - $74.3K
|
1.92K
$73.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.81KNew |
$67.4K - $69.8K
|
1.81K
$68.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$67K - $69.4K
|
1.8K
$68.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.66K+ 7.62% |
$62K - $64.3K
|
23.5K
$895K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58KNew |
$58.7K - $60.9K
|
1.58K
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 5.72% |
$57.3K - $59.4K
|
28.4K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.41K+ 0.94% |
$52.5K - $54.4K
|
152K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 12.82% |
$40.2K - $41.6K
|
9.48K
$362K
|