Purchases and Sales Made in Q4 2024 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
69.1K+ 38.22% |
$2.58M - $2.67M
|
250K
$9.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9KNew |
$1.41M - $1.46M
|
37.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
17.9KNew |
$668K - $692K
|
17.9K
$675K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$622K - $644K
|
16.7K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.43KNew |
$352K - $364K
|
9.43K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.96K+ 31.37% |
$73.2K - $75.9K
|
8.22K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.92KNew |
$71.7K - $74.3K
|
1.92K
$72.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.66K+ 7.62% |
$62K - $64.3K
|
23.5K
$885K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.41K+ 0.94% |
$52.5K - $54.4K
|
152K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
113+ 1.27% |
$4.21K - $4.37K
|
8.99K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28+ 0.46% |
$1.04K - $1.08K
|
6.1K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.36% |
$298 - $309
|
347
$13.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4+ 2.7% |
$149 - $155
|
152
$5.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.89% |
$37.3 - $38.6
|
113
$4.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15- 0.26% |
$560 - $580
|
5.82K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 1.55% |
$895 - $927
|
1.53K
$57.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-168- 1.02% |
$6.27K - $6.49K
|
16.3K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-380- 5.61% |
$14.2K - $14.7K
|
6.4K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-909- 53.72% |
$33.9K - $35.1K
|
783
$29.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.03K- 1.42% |
$75.5K - $78.2K
|
140K
$5.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.3K- 13.52% |
$123K - $127K
|
21.1K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 16.44% |
$408K - $422K
|
55.6K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 26.25% |
$632K - $655K
|
47.6K
$1.79M
|