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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-165K- 99.34% |
$5.95M - $6.44M
|
1.1K
$43.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-155K- 38.07% |
$5.59M - $6.05M
|
252K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-114K- 95.12% |
$4.11M - $4.45M
|
5.83K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-109K- 68.49% |
$3.93M - $4.26M
|
50.2K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 31.78% |
$752K - $814K
|
44.8K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 4.23% |
$718K - $777K
|
451K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 70.17% |
$672K - $727K
|
7.91K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 8.75% |
$575K - $623K
|
166K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 44.74% |
$516K - $559K
|
17.7K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.8K- 24.24% |
$425K - $460K
|
36.8K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.9K- 37.06% |
$394K - $427K
|
18.6K
$743K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.92K- 7.76% |
$250K - $270K
|
82.2K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.46K- 53.13% |
$233K - $252K
|
5.69K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.38K- 80.09% |
$122K - $132K
|
839
$33.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.21K- 17.02% |
$116K - $126K
|
15.7K
$628K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.96K- 4.0% |
$107K - $116K
|
71.1K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.92K- 2.02% |
$105K - $114K
|
142K
$5.67M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.86K- 11.55% |
$103K - $112K
|
21.9K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.76K- 4.74% |
$99.4K - $108K
|
55.3K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.01K- 13.27% |
$72.4K - $78.4K
|
13.1K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.08K- 2.87% |
$38.8K - $42K
|
36.4K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-907- 3.2% |
$32.7K - $35.4K
|
27.4K
$1.1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-795- 49.94% |
$28.7K - $31.1K
|
797
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-773- 2.66% |
$27.9K - $30.2K
|
28.2K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-767- 4.19% |
$27.7K - $30K
|
17.6K
$703K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-631- 4.63% |
$22.8K - $24.7K
|
13K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-614- 10.15% |
$22.2K - $24K
|
5.44K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-523- 6.78% |
$18.9K - $20.4K
|
7.2K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-482- 1.56% |
$17.4K - $18.8K
|
30.4K
$1.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-474- 2.31% |
$17.1K - $18.5K
|
20.1K
$804K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-417- 5.45% |
$15K - $16.3K
|
7.23K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-337- 2.64% |
$12.2K - $13.2K
|
12.4K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-331- 51.24% |
$11.9K - $12.9K
|
315
$12.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-288- 1.64% |
$10.4K - $11.3K
|
17.3K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 13.76% |
$4.87K - $5.27K
|
846
$33.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 7.01% |
$4.4K - $4.77K
|
1.62K
$64.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 1.24% |
$3.61K - $3.91K
|
7.96K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 1.03% |
$3.61K - $3.91K
|
9.62K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43- 2.66% |
$1.55K - $1.68K
|
1.57K
$63K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-40- 0.13% |
$1.44K - $1.56K
|
31.1K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-39- 6.5% |
$1.41K - $1.52K
|
561
$22.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 18.04% |
$1.26K - $1.37K
|
159
$6.37K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 0.9% |
$614 - $664
|
1.87K
$75K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$253 - $273
|
3.16K
$127K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-9.43K- 8.36% |
$347K - $360K
|
103K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.1K- 3.36% |
$188K - $195K
|
147K
$5.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.29K- 18.92% |
$121K - $125K
|
14.1K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 18.64% |
$109K - $113K
|
12.9K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.66K- 27.24% |
$98.1K - $102K
|
7.11K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.59% |
$72.2K - $74.7K
|
16.5K
$662K
|
|