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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
34+ 5.89% |
$1.25K - $1.3K
|
611
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 0.73% |
$848 - $877
|
3.17K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23+ 0.32% |
$848 - $877
|
7.13K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.31% |
$737 - $763
|
6.54K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$553 - $572
|
15
$586
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.31% |
$479 - $496
|
4.21K
$165K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.34% |
$442 - $458
|
3.51K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.43% |
$369 - $382
|
2.33K
$90.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.43% |
$295 - $305
|
1.89K
$73.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8+ 0.44% |
$295 - $305
|
1.81K
$70.8K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.08% |
$221 - $229
|
7.65K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.34% |
$111 - $114
|
874
$34.1K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.45% |
$73.7 - $76.3
|
446
$17.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
347KNew |
$13M - $13.4M
|
347K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.9KNew |
$1.56M - $1.62M
|
41.9K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9KNew |
$1.41M - $1.46M
|
37.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$879K - $911K
|
23.6K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
22.6KNew |
$844K - $875K
|
22.6K
$884K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
17.9KNew |
$668K - $692K
|
17.9K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.88KNew |
$369K - $382K
|
9.88K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.47KNew |
$279K - $289K
|
7.47K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.46KNew |
$241K - $250K
|
6.46K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.08KNew |
$77.4K - $80.2K
|
2.08K
$81.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.92KNew |
$71.7K - $74.3K
|
1.92K
$75.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$67K - $69.4K
|
1.8K
$70.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.66K+ 7.62% |
$62K - $64.3K
|
23.5K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58KNew |
$58.7K - $60.9K
|
1.58K
$61.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.04K+ 6.71% |
$38.6K - $40K
|
16.5K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
952New |
$35.5K - $36.8K
|
952
$37.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
805+ 2.24% |
$30K - $31.1K
|
36.7K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
752New |
$28K - $29.1K
|
752
$29.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
732New |
$27.3K - $28.3K
|
732
$28.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
662New |
$24.7K - $25.6K
|
662
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
592New |
$22.1K - $22.9K
|
592
$23.1K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
524New |
$19.5K - $20.2K
|
524
$20.5K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
402New |
$15K - $15.5K
|
402
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
394New |
$14.7K - $15.2K
|
394
$15.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.36% |
$298 - $309
|
347
$13.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4+ 2.7% |
$149 - $155
|
152
$5.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.79% |
$37.3 - $38.6
|
57
$2.23K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.89% |
$37.3 - $38.6
|
113
$4.41K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
147KNew |
$5.4M - $5.69M
|
147K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.4KNew |
$1.49M - $1.56M
|
40.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8KNew |
$876K - $921K
|
23.8K
$929K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.6KNew |
$649K - $682K
|
17.6K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$389K - $409K
|
10.6K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24KNew |
$193K - $203K
|
5.24K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.93K+ 45.3% |
$108K - $113K
|
9.4K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
235+ 2.38% |
$8.65K - $9.1K
|
10.1K
$395K
|
|