Latest Institutional Transactions on Ishares Tr Core Conservative A (AOK)
This table provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.91% |
$35.7 - $37.1
|
111
$4.12K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-500- 3.98% |
$17.8K - $18.4K
|
12.1K
$448K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.95KNew |
$69.3K - $71.7K
|
1.95K
$72.2K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 611.77% |
$1.66M - $1.72M
|
54.2K
$2.01M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 8.33% |
$178 - $184
|
55
$2.04K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6K+ 57.15% |
$377K - $390K
|
29.1K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
25.2KNew |
$898K - $928K
|
25.2K
$935K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 8.44% |
$43.9K - $45.4K
|
13.4K
$496K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.7KNew |
$632K - $653K
|
17.7K
$659K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64.6K- 18.54% |
$2.3M - $2.38M
|
284K
$10.5M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-148K- 97.93% |
$5.26M - $5.44M
|
3.13K
$116K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 0.98% |
$1.35K - $1.4K
|
3.83K
$142K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 22.84% |
$754K - $779K
|
71.5K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-91K- 69.6% |
$3.24M - $3.35M
|
39.8K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 5200.0% |
$1.85K - $1.92K
|
53
$1.97K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 53.8% |
$502K - $519K
|
40.3K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-118K- 47.89% |
$4.19M - $4.33M
|
128K
$4.75M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 16.31% |
$1.21M - $1.25M
|
174K
$6.45M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 16.9% |
$90.8K - $93.9K
|
17.6K
$654K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 29.48% |
$403K - $416K
|
27K
$1M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-36.1K- 89.46% |
$1.29M - $1.33M
|
4.26K
$158K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-424- 2.6% |
$15.1K - $15.6K
|
15.9K
$589K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.42K+ 12.15% |
$122K - $126K
|
31.6K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
280+ 7.34% |
$9.98K - $10.3K
|
4.1K
$152K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.1K- 48.88% |
$1.29M - $1.33M
|
37.8K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$247K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6K+ 55.33% |
$128K - $133K
|
10.1K
$376K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 1.03% |
$6.13K - $6.34K
|
16.9K
$628K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-647- 13.32% |
$23.1K - $23.8K
|
4.21K
$156K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.18% |
$1.6K - $1.66K
|
2.02K
$74.9K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.52K- 16.14% |
$54.1K - $55.9K
|
7.89K
$293K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 10.15% |
$38.9K - $40.2K
|
9.65K
$359K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
846New |
$30.2K - $31.2K
|
846
$31.4K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$247K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$535K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 3.86% |
$53.9K - $55.7K
|
37.7K
$1.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-200K- 94.14% |
$7.13M - $7.37M
|
12.4K
$462K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.81K- 8.6% |
$64.6K - $66.7K
|
19.2K
$715K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 1.27% |
$14.6K - $15.1K
|
31.8K
$1.18M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
75.9K+ 49.64% |
$2.71M - $2.8M
|
229K
$8.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 60.96% |
$468K - $483K
|
8.4K
$312K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.21K- 33.77% |
$221K - $229K
|
12.2K
$452K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-49.1K- 81.29% |
$1.75M - $1.81M
|
11.3K
$420K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.69K- 2.04% |
$238K - $246K
|
321K
$11.9M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-322K- 65.7% |
$11.5M - $11.9M
|
168K
$6.24M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
661+ 0.15% |
$23.6K - $24.4K
|
449K
$16.7M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.64KNew |
$58.4K - $60.4K
|
1.64K
$60.9K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
172+ 5.55% |
$6.13K - $6.34K
|
3.27K
$122K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 21.14% |
$1.01M - $1.05M
|
106K
$3.94M
|