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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-630K- 93.43% |
$23.2M - $24M
|
44.3K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-565K- 91.35% |
$20.8M - $21.6M
|
53.5K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-422K- 85.06% |
$15.5M - $16.1M
|
74K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 43.12% |
$4.96M - $5.14M
|
178K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 87.59% |
$4.76M - $4.93M
|
18.3K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 48.72% |
$4.46M - $4.61M
|
127K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 51.38% |
$4.15M - $4.3M
|
107K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 65.44% |
$1.85M - $1.92M
|
26.5K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-21.5K- 93.11% |
$794K - $822K
|
1.59K
$60.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.4K- 45.18% |
$751K - $777K
|
24.7K
$934K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 40.54% |
$711K - $736K
|
28.3K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16.7KClosed |
$614K - $636K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 59.32% |
$395K - $409K
|
7.35K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-9.43K- 8.36% |
$347K - $360K
|
103K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.02K- 4.72% |
$333K - $344K
|
182K
$6.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-6.84K- 4.12% |
$252K - $261K
|
159K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.73K- 9.3% |
$248K - $257K
|
65.6K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.36K- 76.81% |
$197K - $204K
|
1.62K
$61.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.1K- 3.36% |
$188K - $195K
|
147K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 17.63% |
$168K - $174K
|
21.3K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.29K- 18.92% |
$121K - $125K
|
14.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 82.19% |
$116K - $120K
|
682
$25.8K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 18.64% |
$109K - $113K
|
12.9K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.66K- 27.24% |
$98.1K - $102K
|
7.11K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.55K- 15.98% |
$94K - $97.3K
|
13.4K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 16.01% |
$85.4K - $88.4K
|
12.1K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.19KClosed |
$80.5K - $83.4K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.08K- 2.28% |
$76.7K - $79.4K
|
89.1K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 19.86% |
$74.7K - $77.3K
|
8.17K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.59% |
$72.2K - $74.7K
|
16.5K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.77K- 16.33% |
$65.1K - $67.4K
|
9.05K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.6K- 9.9% |
$59.1K - $61.2K
|
14.6K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.18K- 8.46% |
$43.5K - $45.1K
|
12.8K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.17K- 6.53% |
$43.2K - $44.7K
|
16.8K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.03K- 2.69% |
$38.1K - $39.4K
|
37.5K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-926- 9.82% |
$34.1K - $35.3K
|
8.51K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-872- 9.2% |
$32.1K - $33.3K
|
8.61K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-684- 4.78% |
$25.2K - $26.1K
|
13.6K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-568- 7.24% |
$20.9K - $21.7K
|
7.28K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-549- 2.6% |
$20.2K - $20.9K
|
20.5K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-530- 1.87% |
$19.5K - $20.2K
|
27.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-485- 2.5% |
$17.9K - $18.5K
|
18.9K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 97.25% |
$17K - $17.5K
|
13
$491
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-451- 7.05% |
$16.6K - $17.2K
|
5.95K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-272- 0.87% |
$10K - $10.4K
|
30.9K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-255- 3.0% |
$9.4K - $9.73K
|
8.23K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-240- 0.75% |
$8.85K - $9.16K
|
32K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-212- 14.51% |
$7.81K - $8.09K
|
1.25K
$47.2K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.65% |
$6.34K - $6.56K
|
10.3K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-133- 0.83% |
$4.9K - $5.07K
|
15.9K
$600K
|