Purchases and Sales Made in Q2 2024 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE CONSERVATIVE A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.06K- 25.32% |
$37.7K - $39.2K
|
3.12K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 9.87% |
$38.2K - $39.7K
|
9.77K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.12K- 26.3% |
$39.9K - $41.5K
|
3.14K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.15K- 9.55% |
$41.1K - $42.8K
|
10.9K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.26K- 15.63% |
$44.8K - $46.6K
|
6.78K
$256K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1.3K- 4.95% |
$46.5K - $48.4K
|
25.1K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 41.11% |
$48K - $49.9K
|
1.93K
$72.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.96% |
$50.2K - $52.2K
|
34.1K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.67K- 9.43% |
$59.6K - $62.1K
|
16.1K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 17.8% |
$61.3K - $63.8K
|
7.94K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.42K- 27.42% |
$86.3K - $89.9K
|
6.41K
$242K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.64K- 9.67% |
$94.1K - $98K
|
24.6K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.66K- 21.8% |
$94.7K - $98.6K
|
9.53K
$360K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.79K- 1.91% |
$99.3K - $103K
|
143K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.93K- 4.1% |
$104K - $109K
|
68.5K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.45K- 2.22% |
$123K - $128K
|
151K
$5.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 34.61% |
$140K - $146K
|
7.44K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 10.47% |
$148K - $155K
|
35.6K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.18K- 13.12% |
$149K - $155K
|
27.7K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.13K- 7.97% |
$219K - $228K
|
70.8K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.45K- 13.04% |
$230K - $239K
|
43K
$1.62M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.53K- 12.03% |
$233K - $242K
|
47.7K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.74K- 20.37% |
$240K - $250K
|
26.3K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.55K- 94.39% |
$340K - $355K
|
567
$21.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 9.99% |
$384K - $400K
|
96.9K
$3.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.8K- 24.65% |
$421K - $438K
|
36.1K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 40.19% |
$540K - $562K
|
22.5K
$851K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 61.77% |
$574K - $598K
|
9.97K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.5K- 19.19% |
$875K - $911K
|
103K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 6.3% |
$1.01M - $1.05M
|
421K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58.6K- 20.67% |
$2.09M - $2.18M
|
225K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 63.76% |
$2.41M - $2.51M
|
38.4K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86.7K- 65.66% |
$3.09M - $3.22M
|
45.3K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.6K- 52.13% |
$3.12M - $3.25M
|
80.4K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 91.56% |
$4.92M - $5.13M
|
12.7K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-208K- 91.08% |
$7.43M - $7.74M
|
20.4K
$771K
|