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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$998 - $1.03K
|
28
$1.05K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
553New |
$19.7K - $20.4K
|
553
$20.7K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60- 0.85% |
$2.14K - $2.21K
|
6.96K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.09% |
$250 - $258
|
650
$24.3K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.7KNew |
$2.52M - $2.6M
|
70.7K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 15.74% |
$51.4K - $53.1K
|
7.71K
$289K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43KNew |
$50.8K - $52.5K
|
1.43K
$53.3K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312New |
$11.1K - $11.5K
|
312
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$2.14K - $2.21K
|
60
$2.24K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
693+ 6.48% |
$24.7K - $25.5K
|
11.4K
$426K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.03KNew |
$215K - $222K
|
6.03K
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
702New |
$25K - $25.9K
|
702
$26.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29KNew |
$1.03M - $1.07M
|
29K
$1.08M
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.77K+ 182.14% |
$92K - $101K
|
4.3K
$161K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-53.8KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.7KNew |
$355K - $388K
|
10.7K
$400K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$9.19K - $10.1K
|
277
$10.4K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.11KNew |
$203K - $222K
|
6.11K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.46K- 29.44% |
$148K - $162K
|
10.7K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
288New |
$9.55K - $10.5K
|
288
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 79.71% |
$730K - $799K
|
5.6K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
551New |
$18.3K - $20K
|
551
$20.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
885New |
$29.4K - $32.1K
|
885
$33.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 1.35% |
$5.8K - $6.35K
|
13.1K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 189.08% |
$604K - $661K
|
27.8K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95KNew |
$197K - $216K
|
5.95K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.33K - $1.45K
|
40
$1.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
317KNew |
$10.5M - $11.5M
|
317K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.36K+ 18.72% |
$45K - $49.3K
|
8.61K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
38.4KNew |
$1.27M - $1.39M
|
38.4K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.66KNew |
$188K - $205K
|
5.66K
$212K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.7KNew |
$553K - $605K
|
16.7K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$3.34M - $3.65M
|
101K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5.15K+ 1552.41% |
$171K - $187K
|
5.49K
$205K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
751New |
$25.4K - $26.8K
|
751
$28.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.4K- 87.1% |
$183K - $192K
|
800
$29.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 3.23% |
$677 - $713
|
600
$22.4K
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 3.61% |
$7.59K - $7.98K
|
5.99K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$419K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$271 - $285
|
8
$299
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3- 0.04% |
$102 - $107
|
7.15K
$267K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 9.63% |
$440 - $463
|
148
$5.54K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.23K
|
|