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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.53K- 12.03% |
$233K - $242K
|
47.7K
$1.82M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
33New |
$1.18K - $1.23K
|
33
$1.26K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.12K- 26.3% |
$39.9K - $41.5K
|
3.14K
$119K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 283.39% |
$1.32M - $1.38M
|
50.2K
$1.91M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 1789.47% |
$60.6K - $63.1K
|
1.8K
$68.3K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136+ 93.15% |
$4.85K - $5.05K
|
282
$10.7K
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$35.7 - $37.1
|
1
$38.1
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42- 0.31% |
$1.5K - $1.56K
|
13.3K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.5K- 19.19% |
$875K - $911K
|
103K
$3.93M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-609- 7.92% |
$21.7K - $22.6K
|
7.09K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$3.57K - $3.71K
|
100
$3.81K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-274- 1.08% |
$9.77K - $10.2K
|
25K
$951K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.47K+ 42.37% |
$266K - $277K
|
25.1K
$955K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.65K+ 39.77% |
$130K - $135K
|
12.8K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 17.8% |
$61.3K - $63.8K
|
7.94K
$302K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.23K+ 28.24% |
$79.5K - $82.7K
|
10.1K
$385K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 62.38% |
$841K - $876K
|
61.4K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.93K- 4.1% |
$104K - $109K
|
68.5K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 44.35% |
$427K - $445K
|
39K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58.6K- 20.67% |
$2.09M - $2.18M
|
225K
$8.57M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9- 0.46% |
$321 - $334
|
1.94K
$73.7K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
926+ 3.68% |
$33K - $34.4K
|
26.1K
$994K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-386- 2.43% |
$13.8K - $14.3K
|
15.5K
$589K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.55K- 94.39% |
$340K - $355K
|
567
$21.6K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.16K+ 22.7% |
$255K - $266K
|
38.7K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$10.7K
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-183- 1.02% |
$6.53K - $6.79K
|
17.8K
$679K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.52KNew |
$54.2K - $56.5K
|
1.52K
$57.9K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-7- 0.04% |
$250 - $260
|
15.7K
$597K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 3.44% |
$1.39K - $1.45K
|
1.17K
$44.7K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-629- 2.16% |
$22.4K - $23.4K
|
28.5K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 63.76% |
$2.41M - $2.51M
|
38.4K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-846Closed |
$30.2K - $31.4K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.18K+ 37.8% |
$113K - $118K
|
11.6K
$441K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 0.22% |
$2.75K - $2.86K
|
35.5K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$438K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 40.19% |
$540K - $562K
|
22.5K
$858K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.3K+ 127.34% |
$1.83M - $1.9M
|
91.5K
$3.48M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$441K - $459K
|
12.4K
$470K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 83.02% |
$1.57K - $1.63K
|
9
$343
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 5.03% |
$10.6K - $11.1K
|
6.22K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.6K- 52.13% |
$3.12M - $3.25M
|
80.4K
$3.06M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.66K- 21.8% |
$94.7K - $98.6K
|
9.53K
$363K
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15.9K+ 18.28% |
$568K - $591K
|
103K
$3.92M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 91.56% |
$4.92M - $5.13M
|
12.7K
$484K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86.7K- 65.66% |
$3.09M - $3.22M
|
45.3K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 41.11% |
$48K - $49.9K
|
1.93K
$73.3K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 10.47% |
$148K - $155K
|
35.6K
$1.35M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.27KNew |
$80.8K - $84.2K
|
2.27K
$86.3K
|