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iShares Core Conservative Allocation ETF (AOK) Institutional Ownership

iShares Core Conservative Allocation ETF logo
$37.65 +0.21 (+0.56%)
As of 01/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Conservative Allocation ETF (NYSEARCA:AOK)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$10.22M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.12M
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AOK Institutional Buying and Selling by Quarter

iShares Core Conservative Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/29/2024Farther Finance Advisors LLC972$38K0.0%+97,100.0%0.006%
10/28/2024Creative Financial Designs Inc. ADV8,404$325K0.0%+29.8%0.051%
10/28/2024Congress 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%
7/26/2024Cambridge 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%
5/3/2024United Community Bank1,425$52K0.0%N/A0.009%
5/2/2024USAdvisors Wealth Management LLC6,601$243K0.1%-7.1%0.040%
4/25/2024Cambridge Investment Research Advisors Inc.107,698$3.97M0.0%-7.1%0.647%
4/11/2024Congress Asset Management Co. MA54,866$2.02M0.0%-57.7%0.288%
3/4/2024Congress 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%
2/14/2024Waterloo Capital L.P.18,394$665K0.1%+122.5%0.097%
2/9/2024Cambridge 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%
1/26/2024Bay Harbor Wealth Management LLC3,279$119K0.0%-14.1%0.017%
1/19/2024 AdvisorNet Financial Inc1,893$68K0.0%+18.0%0.010%
1/18/2024WestEnd 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%
11/9/2023Curran 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%
11/1/2023Congress Asset Management Co. MA35,805$1.22M0.0%+136.2%0.188%
10/25/2023Bay Harbor Wealth Management LLC3,817$130K0.1%-23.2%0.020%
10/24/2023Cambridge Investment Research Advisors Inc.138,647$4.71M0.0%-8.9%0.728%
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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%
8/1/2023USAdvisors Wealth Management LLC6,953$245K0.1%-11.8%0.035%
7/27/2023Congress 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%
7/13/2023Cambridge Investment Research Advisors Inc.152,149$5.36M0.0%-1.8%0.776%
5/11/2023Cambridge Investment Research Advisors Inc.154,891$5.42M0.0%-14.7%0.790%
5/5/2023Silver Oak Securities Incorporated12,660$443K0.1%-4.6%0.065%
4/25/2023IAG Wealth Partners LLC1,900$66K0.0%N/A0.009%
4/21/2023Congress 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%
4/13/2023USAdvisors Wealth Management LLC7,883$276K0.1%-4.7%0.036%
4/12/2023Clearview Wealth Advisors LLC2,957$103K0.1%-24.2%0.013%
2/10/2023USAdvisors Wealth Management LLC8,273$278K0.1%-24.5%0.040%
2/8/2023Cambridge Investment Research Advisors Inc.181,655$6.11M0.0%-1.9%0.871%
2/2/2023Silver 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%
1/31/2023Clearview 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%
1/25/2023Bay 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%
1/18/2023Congress 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%
11/16/2022Almanack Investment Partners LLC.3,000$98K0.0%N/A0.012%
11/15/2022USAdvisors 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%
10/20/2022Compass Advisory Group LLC7,091$231K0.1%N/A0.025%
10/17/2022Cambridge 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%
8/5/2022Clearview Wealth Advisors LLC6,440$223K0.2%-31.4%0.024%
8/4/2022Heritage Wealth Advisors1,519$53K0.0%N/A0.006%
8/3/2022 Janney Montgomery Scott LLC35,034$1.21M0.0%N/A0.133%
8/2/2022CX Institutional1,776$61K0.0%N/A0.007%
8/1/2022Creative Financial Designs Inc. ADV12,500$432K0.1%-9.5%0.047%
7/28/2022WestEnd Advisors LLC11,556$399K0.0%N/A0.043%
7/25/2022WBI Investments Inc.9,004$306K0.1%N/A0.034%
7/18/2022 Harbor Investment Advisory LLC8,903$308K0.0%+523.5%0.031%
7/14/2022Mascoma Wealth Management LLC2,368$82K0.0%+18.4%0.008%
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7/13/2022 Tsfg LLC887$31K0.0%-65.7%0.003%
7/13/2022Cambridge Investment Research Advisors Inc.213,048$7.37M0.0%-7.3%0.753%
6/8/2022American Trust37,993$1.63M0.1%N/A0.136%
5/17/2022Harrell Investment Partners LLC30,499$1.15M0.4%-81.6%0.111%
5/12/2022Cambridge Investment Research Advisors Inc.229,741$8.65M0.0%-11.5%0.840%
5/9/2022TRUE Private Wealth Advisors7,695$277K0.0%N/A0.028%
4/29/2022Clearview Wealth Advisors LLC9,394$354K0.2%-67.0%0.034%
4/19/2022Bay Harbor Wealth Management LLC8,667$326K0.1%+4.2%0.031%
4/15/2022Creative Financial Designs Inc. ADV13,806$520K0.1%-16.9%0.049%
2/15/2022Laurel Wealth Advisors Inc.6,284$251K0.0%N/A0.023%
(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, 30 institutional investors and hedge funds held shares of iShares Core Conservative Allocation ETF. The most heavily invested institutionals were Curran Financial Partners LLC ($8.81M), Cambridge Investment Research Advisors Inc. ($3.58M), Congress Asset Management Co. MA ($2.02M), Congress Asset Management Co. ($1.98M), Janney Montgomery Scott LLC ($1.41M), Rothschild Investment LLC ($1.10M), and Arden Trust Co ($952K).Learn more on AOK's institutional investors.

Which institutional investors have been buying iShares Core Conservative Allocation ETF stock?

Of the 23 institutional investors that purchased iShares Core Conservative Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($187.57K), Congress Asset Management Co. MA ($114.58K), Curran Financial Partners LLC ($112.70K), Comerica Bank ($36.64K), Janney Capital Management LLC ($35.09K), Rothschild Investment LLC ($29.65K), and Arden Trust Co ($28.33K).

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

Institutional investors have bought a total of 644,535 shares in the last 24 months. This purchase volume represents approximately $22.60M in transactions.

Which iShares Core Conservative Allocation ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold iShares Core Conservative Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Asset Management Co. MA ($395.53K), Cambridge Investment Research Advisors Inc. ($88.23K), Comerica Bank ($36.10K), Congress Asset Management Co. ($31.53K), Harbor Investment Advisory LLC ($5.43K), Cary Street Partners Investment Advisory LLC ($5.40K), and VitalStone Financial LLC ($5.05K).

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

Institutional investors have sold a total of 587,148 shares in the last 24 months. This volume of shares sold represents approximately $20.90M in transactions.


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This page (NYSEARCA:AOK) was last updated on 1/22/2025 by MarketBeat.com Staff
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