Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-227K- 95.8% |
$8.77M - $9.12M
|
9.95K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 95.14% |
$5.77M - $6M
|
7.62K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-97.5K- 38.66% |
$3.77M - $3.91M
|
155K
$6.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-91.8K- 88.84% |
$3.55M - $3.69M
|
11.5K
$464K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-55.5K- 35.88% |
$2.15M - $2.23M
|
99.2K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.1K- 47.35% |
$1.43M - $1.49M
|
41.2K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.7K- 21.39% |
$1.07M - $1.11M
|
102K
$4.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.1K- 97.13% |
$659K - $685K
|
503
$20.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 54.57% |
$496K - $515K
|
10.7K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.42K- 5.67% |
$364K - $378K
|
157K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.24K- 20.66% |
$357K - $371K
|
35.5K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.67K- 47.12% |
$335K - $348K
|
9.73K
$392K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-7.98K- 15.91% |
$308K - $321K
|
42.2K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.79K- 14.13% |
$224K - $233K
|
35.2K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.47K- 43.29% |
$173K - $179K
|
5.85K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.93K- 17.95% |
$152K - $158K
|
18K
$724K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.83K- 53.08% |
$148K - $154K
|
3.38K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.53K- 6.95% |
$97.8K - $102K
|
33.9K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 5.0% |
$95.6K - $99.4K
|
47K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 6.45% |
$92.3K - $95.9K
|
34.7K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.33K- 6.84% |
$89.9K - $93.5K
|
31.7K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.27K- 1.55% |
$87.8K - $91.3K
|
144K
$5.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.21K- 62.36% |
$85.3K - $88.7K
|
1.33K
$53.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.16K- 16.62% |
$83.5K - $86.8K
|
10.8K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.48K- 10.87% |
$57K - $59.3K
|
12.1K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.33K- 9.06% |
$51.2K - $53.3K
|
13.3K
$536K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.28K- 63.87% |
$49.4K - $51.3K
|
723
$29.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.27K- 4.65% |
$49.2K - $51.2K
|
26.1K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 3.3% |
$45.9K - $47.7K
|
34.8K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-780- 2.57% |
$30.1K - $31.3K
|
29.6K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-657- 35.08% |
$25.4K - $26.4K
|
1.22K
$48.9K
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-635- 34.7% |
$24.5K - $25.5K
|
1.2K
$48.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-586- 10.82% |
$22.6K - $23.5K
|
4.83K
$194K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-580- 10.67% |
$22.4K - $23.3K
|
4.86K
$196K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-520- 7.19% |
$20.1K - $20.9K
|
6.71K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-473- 99.37% |
$18.3K - $19K
|
3
$121
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-466- 2.7% |
$18K - $18.7K
|
16.8K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-465- 7.07% |
$18K - $18.7K
|
6.11K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-430- 3.46% |
$16.6K - $17.3K
|
12K
$483K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-398- 1.98% |
$15.4K - $16K
|
19.7K
$792K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-396- 4.7% |
$15.3K - $15.9K
|
8.03K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-305- 1.01% |
$11.8K - $12.3K
|
30K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-256- 3.02% |
$9.89K - $10.3K
|
8.21K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-173- 1.47% |
$6.68K - $6.95K
|
11.6K
$467K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-148- 4.13% |
$5.72K - $5.95K
|
3.44K
$138K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109- 12.88% |
$4.21K - $4.38K
|
737
$29.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 15.33% |
$3.32K - $3.45K
|
475
$19.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-34- 0.35% |
$1.31K - $1.37K
|
9.59K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 2.31% |
$580 - $603
|
635
$25.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$116 - $121
|
5.69K
$229K
|
|