Free Trial
→ Alex’s “Next Magnificent Seven” stocks (From The Oxford Club) (Ad) Free AOK Stock Alerts

iShares Core 30/70 Conservative Allocation ETF (AOK) Institutional Ownership

iShares Core 30/70 Conservative Allocation ETF logo
$38.98 0.00 (0.00%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$38.98 +0.01 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$12.31M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.33M
Get AOK Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 30/70 Conservative Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AOK Institutional Buying and Selling by Quarter

iShares Core 30/70 Conservative Allocation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Transcendent Capital Group LLC5,877$230K0.1%N/A0.036%
7/16/2025 Congress Asset Management Co.50,155$1.96M0.0%-68.5%0.298%
7/15/2025 TD Private Client Wealth LLC743$29K0.0%N/A0.004%
5/16/2025Jones Financial Companies Lllp24,161$909K0.0%+3,663.4%0.145%
5/7/2025BlueStem Wealth Partners LLC37,469$1.41M0.2%-2.7%0.213%
4/23/2025Creative Financial Designs Inc. ADV8,609$324K0.0%-9.2%0.049%
4/11/2025 Congress Asset Management Co.159,165$5.99M0.0%-4.1%0.956%
2/17/2025Sentinus LLC29,249$1.09M0.3%+60.8%0.179%
2/17/2025Ameriprise Financial Inc.72,324$2.70M0.0%+3.7%0.442%
2/13/2025United Capital Financial Advisors LLC41,898$1.56M0.0%N/A0.256%
2/13/2025Waterloo Capital L.P.10,821$404K0.0%-45.2%0.066%
2/11/2025Runnymede Capital Advisors Inc.732$27K0.0%N/A0.004%
2/10/2025Creative Financial Designs Inc. ADV9,481$354K0.0%+12.8%0.058%
2/10/2025EverSource Wealth Advisors LLC1,575$59K0.0%N/A0.010%
2/5/2025Kohmann Bosshard Financial Services LLC752$28K0.0%N/A0.005%
2/5/2025BlueStem Wealth Partners LLC38,503$1.44M0.2%N/A0.235%
1/30/2025 Congress Asset Management Co.166,004$6.19M0.0%+224.0%1.015%
1/24/2025 Costello Asset Management INC2,735$102K0.1%-9.9%0.017%
1/17/2025 Janney Montgomery Scott LLC37,853$1.41M0.0%N/A0.232%
1/17/2025 Janney Capital Management LLC17,911$668K0.0%N/A0.110%
1/13/2025 AdvisorNet Financial Inc783$29K0.0%-53.7%0.005%
1/10/2025 Fortitude Family Office LLC16,665$622K0.2%N/A0.102%
11/15/2024Integrated Wealth Concepts LLC10,576$409K0.0%N/A0.065%
10/29/2024 Farther Finance Advisors LLC972$38K0.0%+97,100.0%0.006%
10/28/2024Creative Financial Designs Inc. ADV8,404$325K0.0%+29.8%0.051%
10/28/2024 Congress Asset Management Co.51,237$1.98M0.0%-38.1%0.313%
8/12/2024Waterloo Capital L.P.9,526$352K0.0%-21.8%0.058%
8/8/2024Syntrinsic LLC7,582$267K0.1%-3.5%0.046%
8/8/2024VitalStone Financial LLC1,180$44K0.0%-43.2%0.007%
7/31/2024Rothschild Investment LLC29,650$1.10M0.1%N/A0.181%
7/26/2024 Cambridge Investment Research Advisors Inc.96,937$3.58M0.0%-10.0%0.593%
5/17/2024Comerica Bank4,255$157K0.0%-89.5%0.026%
5/9/2024JDM Financial Group LLC9,065$334K0.2%+20.7%0.055%
5/3/2024 United Community Bank1,425$52K0.0%N/A0.009%
5/2/2024 USAdvisors Wealth Management LLC6,601$243K0.1%-7.1%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.107,698$3.97M0.0%-7.1%0.647%
4/11/2024 Congress Asset Management Co. MA54,866$2.02M0.0%-57.7%0.288%
3/4/2024 Congress Asset Management Co. MA129,735$4.69M0.0%+262.3%0.681%
2/15/2024Comerica Bank40,355$1.46M0.0%+986.0%0.212%
2/14/2024VitalStone Financial LLC2,007$73K0.1%-37.0%0.011%
One stock to replace Nvidia (Ad)

I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas.

Click here for complete analysis.
2/14/2024Waterloo Capital L.P.18,394$665K0.1%+122.5%0.097%
2/9/2024 Cambridge Investment Research Advisors Inc.115,941$4.19M0.0%-16.4%0.609%
2/8/2024 Janney Montgomery Scott LLC27,824$1.01M0.0%+189.1%0.146%
2/5/2024JDM Financial Group LLC7,510$271K0.2%+21.2%0.039%
1/29/2024Plan Group Financial LLC12,068$436K0.4%-7.3%0.063%
1/26/2024 Bay Harbor Wealth Management LLC3,279$119K0.0%-14.1%0.017%
1/19/2024 AdvisorNet Financial Inc1,893$68K0.0%+18.0%0.010%
1/18/2024 WestEnd Advisors LLC5,486$198K0.0%+1,552.4%0.029%
1/10/2024Creative Financial Designs Inc. ADV7,638$276K0.0%-6.1%0.040%
11/16/2023VitalStone Financial LLC3,184$109K0.1%-13.0%0.017%
11/13/2023Cary Street Partners Investment Advisory LLC800$27K0.0%-87.1%0.004%
11/13/2023Plan Group Financial LLC13,019$442K0.3%N/A0.068%
11/9/2023 Curran Financial Partners LLC259,257$8.81M3.8%+76.9%1.361%
11/8/2023Cornerstone Planning Group LLC977$33K0.0%+214.1%0.005%
11/8/2023 Janney Montgomery Scott LLC9,625$327K0.0%N/A0.051%
11/1/2023 Congress Asset Management Co. MA35,805$1.22M0.0%+136.2%0.188%
10/25/2023 Bay Harbor Wealth Management LLC3,817$130K0.1%-23.2%0.020%
10/24/2023 Cambridge Investment Research Advisors Inc.138,647$4.71M0.0%-8.9%0.728%
8/21/2023VitalStone Financial LLC3,658$127K0.1%-40.6%0.019%
8/14/2023American Trust7,278$294K0.0%N/A0.038%
8/7/2023JDM Financial Group LLC6,060$214K0.2%+38.3%0.032%
8/1/2023 USAdvisors Wealth Management LLC6,953$245K0.1%-11.8%0.035%
7/27/2023 Congress Asset Management Co. MA15,157$534K0.0%-72.0%0.077%
7/26/2023Creative Financial Designs Inc. ADV8,680$306K0.0%-4.0%0.044%
7/13/2023 Cambridge Investment Research Advisors Inc.152,149$5.36M0.0%-1.8%0.776%
5/11/2023 Cambridge Investment Research Advisors Inc.154,891$5.42M0.0%-14.7%0.790%
5/5/2023 Silver Oak Securities Incorporated12,660$443K0.1%-4.6%0.065%
4/25/2023IAG Wealth Partners LLC1,900$66K0.0%N/A0.009%
4/21/2023 Congress Asset Management Co. MA54,142$1.89M0.0%-83.9%0.244%
4/21/2023 Harbor Investment Advisory LLC1,608$56K0.0%-77.2%0.007%
4/13/2023 USAdvisors Wealth Management LLC7,883$276K0.1%-4.7%0.036%
4/12/2023 Clearview Wealth Advisors LLC2,957$103K0.1%-24.2%0.013%
2/10/2023 USAdvisors Wealth Management LLC8,273$278K0.1%-24.5%0.040%
2/8/2023 Cambridge Investment Research Advisors Inc.181,655$6.11M0.0%-1.9%0.871%
2/2/2023 Silver Oak Securities Incorporated13,265$446K0.1%N/A0.064%
2/1/2023 Janney Capital Management LLC17,175$577K0.0%N/A0.082%
2/1/2023Creative Financial Designs Inc. ADV8,891$299K0.0%-8.8%0.043%
2/1/2023 Janney Montgomery Scott LLC136,612$4.59M0.0%+827.9%0.655%
1/31/2023 Clearview Wealth Advisors LLC3,899$131K0.1%-38.2%0.019%
1/30/2023VitalStone Financial LLC6,507$217K0.1%N/A0.031%
1/26/2023Arden Trust Co28,331$952K0.2%N/A0.122%
1/25/2023 Bay Harbor Wealth Management LLC5,241$176K0.1%-38.0%0.022%
1/24/2023 Harbor Investment Advisory LLC7,040$237K0.0%+412.0%0.030%
1/20/2023Arden Trust Co28,331$952K0.2%N/A0.114%
1/18/2023 Congress Asset Management Co. MA335,816$11.29M0.1%N/A1.322%
1/13/2023 AdvisorNet Financial Inc1,543$52K0.0%+40.5%0.006%
1/11/2023JDM Financial Group LLC4,220$142K0.1%N/A0.017%
12/5/2022LFS Asset Management64,681$2.11M2.1%-0.5%0.259%
11/16/2022Sentinus LLC6,757$220K0.1%N/A0.027%
11/16/2022 Almanack Investment Partners LLC.3,000$98K0.0%N/A0.012%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
11/15/2022 USAdvisors Wealth Management LLC10,954$357K0.2%-3.9%0.044%
11/15/2022Cary Street Partners Investment Advisory LLC6,200$202K0.0%N/A0.025%
11/1/2022 Harbor Investment Advisory LLC1,375$45K0.0%-84.6%0.006%
11/1/2022Creative Financial Designs Inc. ADV9,749$318K0.1%-22.0%0.039%
10/25/2022 Janney Montgomery Scott LLC14,723$480K0.0%-58.0%0.053%
10/20/2022 Compass Advisory Group LLC7,091$231K0.1%N/A0.025%
10/17/2022 Cambridge Investment Research Advisors Inc.185,168$6.04M0.0%-13.1%0.657%
8/16/2022LFS Asset Management64,986$2.25M1.8%N/A0.247%
8/11/2022CoreCap Advisors LLC3,634$126K0.0%N/A0.014%
8/5/2022 Clearview Wealth Advisors LLC6,440$223K0.2%-31.4%0.024%
(Data available from 1/1/2016 forward)

AOK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOK shares?

During the previous two years, 36 institutional investors and hedge funds held shares of iShares Core 30/70 Conservative Allocation ETF. The most heavily invested institutionals were Curran Financial Partners LLC ($8.81M), Cambridge Investment Research Advisors Inc. ($3.58M), Ameriprise Financial Inc. ($2.70M), Congress Asset Management Co. MA ($2.02M), Congress Asset Management Co. ($1.96M), United Capital Financial Advisors LLC ($1.56M), and Janney Montgomery Scott LLC ($1.41M).Learn more on iShares Core 30/70 Conservative Allocation ETF's institutional investors.

Which institutional investors have been buying iShares Core 30/70 Conservative Allocation ETF's stock?

Of the 29 institutional investors that purchased iShares Core 30/70 Conservative Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Congress Asset Management Co. ($114.77K), Congress Asset Management Co. MA ($114.58K), Curran Financial Partners LLC ($112.70K), Janney Montgomery Scott LLC ($65.68K), United Capital Financial Advisors LLC ($41.90K), BlueStem Wealth Partners LLC ($38.50K), and Comerica Bank ($36.64K).

How much institutional buying is happening at iShares Core 30/70 Conservative Allocation ETF?

Institutional investors have bought a total of 328,998 shares in the last 24 months. This purchase volume represents approximately $12.31M in transactions.

Which of iShares Core 30/70 Conservative Allocation ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Core 30/70 Conservative Allocation ETF stock in the last 24 months: Congress Asset Management Co. ($147.38K), Waterloo Capital L.P. ($11.58K), BlueStem Wealth Partners LLC ($1.03K), AdvisorNet Financial Inc ($909.00), VitalStone Financial LLC ($897.00), Creative Financial Designs Inc. ADV ($872.00), and Costello Asset Management INC ($300.00).

How much institutional selling is happening at iShares Core 30/70 Conservative Allocation ETF?

Institutional investors have sold a total of 163,244 shares in the last 24 months. This volume of shares sold represents approximately $6.33M in transactions.


Related Companies

This page (NYSEARCA:AOK) was last updated on 8/3/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Turn $1K into $50K with This DeFi Gem
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift
Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to u...
Stansberry Research | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored