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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
226+ 33.14% |
$8.16K - $8.83K
|
908
$36.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
176New |
$6.35K - $6.88K
|
176
$7.05K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
170+ 1.27% |
$6.14K - $6.64K
|
13.6K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
103+ 1.14% |
$3.72K - $4.02K
|
9.1K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.25% |
$3.18K - $3.44K
|
36K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
77+ 2.19% |
$2.78K - $3.01K
|
3.59K
$144K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
75+ 0.88% |
$2.71K - $2.93K
|
8.58K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
64+ 11.57% |
$2.31K - $2.5K
|
617
$24.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.66% |
$1.73K - $1.88K
|
7.33K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46+ 0.32% |
$1.66K - $1.8K
|
14.6K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 3.98% |
$1.62K - $1.76K
|
1.18K
$47.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.4% |
$1.48K - $1.6K
|
10.3K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
37+ 7.86% |
$1.34K - $1.45K
|
508
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36+ 0.51% |
$1.3K - $1.41K
|
7.16K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
35+ 5.73% |
$1.26K - $1.37K
|
646
$25.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 0.52% |
$1.23K - $1.33K
|
6.58K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 0.49% |
$1.08K - $1.17K
|
6.19K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.37% |
$722 - $781
|
5.42K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.69% |
$577 - $625
|
2.34K
$93.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 1.59% |
$325 - $352
|
574
$23K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.02% |
$289 - $313
|
33.3K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.81% |
$289 - $313
|
997
$39.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.67% |
$108 - $117
|
449
$18K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2New |
$72.2 - $78.1
|
2
$80.1
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.75% |
$36.1 - $39.1
|
58
$2.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.67KNew |
$283K - $293K
|
7.67K
$307K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7KNew |
$258K - $267K
|
7K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33K+ 14.55% |
$233K - $242K
|
49.9K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$213K - $220K
|
5.77K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.1KNew |
$77.4K - $80.2K
|
2.1K
$84.1K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.83KNew |
$67.5K - $69.8K
|
1.83K
$73.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.32K+ 23.31% |
$48.7K - $50.4K
|
6.99K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$21.2K - $21.9K
|
575
$23K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
333+ 67.82% |
$12.3K - $12.7K
|
824
$33K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
132New |
$4.87K - $5.04K
|
132
$5.29K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
54+ 0.79% |
$1.99K - $2.06K
|
6.89K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54+ 0.79% |
$1.99K - $2.06K
|
6.89K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
38New |
$1.4K - $1.45K
|
38
$1.52K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$553 - $572
|
15
$601
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8+ 0.44% |
$295 - $305
|
1.81K
$72.7K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.34% |
$111 - $114
|
874
$35K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
347KNew |
$13M - $13.4M
|
347K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.9KNew |
$1.56M - $1.62M
|
41.9K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9KNew |
$1.41M - $1.46M
|
37.9K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$879K - $911K
|
23.6K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
22.6KNew |
$844K - $875K
|
22.6K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
17.9KNew |
$668K - $692K
|
17.9K
$717K
|
|