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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
51.6KNew |
$1.99M - $2.07M
|
51.6K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.6K+ 10.33% |
$1.8M - $1.87M
|
497K
$20M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.6K+ 3168.61% |
$1.53M - $1.59M
|
40.8K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2K+ 43.93% |
$1.21M - $1.25M
|
102K
$4.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.3K+ 19.72% |
$938K - $975K
|
147K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7K+ 62.6% |
$914K - $951K
|
61.5K
$2.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
22.5KNew |
$870K - $905K
|
22.5K
$906K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.1K+ 2212.22% |
$776K - $807K
|
21K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3KNew |
$670K - $696K
|
17.3K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 59.9% |
$579K - $601K
|
40K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
10.7K+ 34.36% |
$413K - $429K
|
41.8K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.1KNew |
$274K - $285K
|
7.1K
$286K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6KNew |
$232K - $241K
|
6K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$224K - $233K
|
5.81K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.68K+ 69.09% |
$219K - $228K
|
13.9K
$559K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 59.92% |
$210K - $219K
|
14.5K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.26KNew |
$203K - $211K
|
5.26K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.15K+ 77.52% |
$199K - $207K
|
11.8K
$475K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$196K - $204K
|
5.08K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$194K - $202K
|
5.02K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01KNew |
$194K - $201K
|
5.01K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 5.38% |
$171K - $178K
|
86.6K
$3.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.4K+ 310.12% |
$131K - $137K
|
4.5K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.33K+ 31.22% |
$129K - $134K
|
14K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 342.92% |
$120K - $125K
|
4K
$161K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 6.44% |
$78K - $81.1K
|
33.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.94K+ 0.99% |
$75K - $78K
|
197K
$7.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.84K+ 31.24% |
$70.9K - $73.8K
|
7.71K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.74K+ 10.51% |
$67.2K - $69.8K
|
18.3K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.28K+ 11.24% |
$49.4K - $51.4K
|
12.7K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 59.9% |
$47.3K - $49.2K
|
3.27K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 2.95% |
$45.2K - $47K
|
40.8K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.06K+ 7.4% |
$41.1K - $42.7K
|
15.4K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 2.07% |
$39.9K - $41.5K
|
50.9K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.01K+ 10.44% |
$38.9K - $40.5K
|
10.6K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
990+ 12.86% |
$38.3K - $39.8K
|
8.69K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
896+ 5.72% |
$34.6K - $36K
|
16.6K
$667K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
814New |
$31.5K - $32.7K
|
814
$32.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
793+ 1.0% |
$30.6K - $31.9K
|
80.2K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
783+ 0.55% |
$30.3K - $31.5K
|
142K
$5.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
774New |
$29.9K - $31.1K
|
774
$31.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
709+ 2.13% |
$27.4K - $28.5K
|
34K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
632+ 36.68% |
$24.4K - $25.4K
|
2.36K
$94.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600+ 38.12% |
$23.2K - $24.1K
|
2.17K
$87.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
438New |
$16.9K - $17.6K
|
438
$17.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 44.58% |
$14.5K - $15K
|
1.21K
$48.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
373+ 1.32% |
$14.4K - $15K
|
28.6K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
314+ 0.85% |
$12.1K - $12.6K
|
37.1K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
250+ 0.78% |
$9.66K - $10K
|
32.3K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.09% |
$9.39K - $9.76K
|
22.5K
$908K
|
|