Institutional Ownership Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
229
shares
|
$8,626
0.0% of portfolio
|
Q3 2024
Reduced 97.64%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
193
shares
|
$7,270
0.0% of portfolio
|
Q3 2024
Reduced 47.55%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
182
shares
|
$6,855
0.0% of portfolio
|
Q3 2024
Added 37.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
155
shares
|
$5,838
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
148
shares
|
$5,575
0.0% of portfolio
|
Q3 2023
Added 9.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
112
shares
|
$4,219
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
101
shares
|
$3,804
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
61
shares
|
$2,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
56
shares
|
$2,109
0.0% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$1,958
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
33
shares
|
$1,243
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
33
shares
|
$1,243
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
28
shares
|
$1,054
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|