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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 35.69% |
$43.5K - $47.6K
|
2.36K
$87.8K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5.15K+ 1552.41% |
$171K - $187K
|
5.49K
$204K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.09% |
$265 - $290
|
8.84K
$329K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.11K- 43.13% |
$136K - $149K
|
5.42K
$201K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-93- 1.52% |
$3.15K - $3.31K
|
6.01K
$224K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
751New |
$25.4K - $26.8K
|
751
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.4K- 87.1% |
$183K - $192K
|
800
$29.8K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-304- 3.04% |
$10.3K - $10.8K
|
9.68K
$360K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 3.23% |
$677 - $713
|
600
$22.3K
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$410K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 3.61% |
$7.59K - $7.98K
|
5.99K
$223K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$417K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.4K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$271 - $285
|
8
$298
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-580- 12.58% |
$19.6K - $20.7K
|
4.03K
$150K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3- 0.04% |
$102 - $107
|
7.15K
$266K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.04KNew |
$272K - $286K
|
8.04K
$299K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$1.49K - $1.57K
|
10.9K
$404K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 9.63% |
$440 - $463
|
148
$5.5K
|
|
Q2 2023 | |||||||
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.23K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.28KNew |
$251K - $258K
|
7.28K
$271K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$208K - $213K
|
6.02K
$224K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
315New |
$10.9K - $11.2K
|
315
$11.7K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$671K - $688K
|
19.4K
$722K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$138 - $142
|
904
$33.6K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 11.57% |
$38.8K - $39.8K
|
8.58K
$319K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 2.37% |
$2.42K - $2.48K
|
2.89K
$107K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$2.45K - $2.51K
|
71
$2.64K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$863 - $885
|
1.46K
$54.3K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 14.04% |
$35.7K - $36.6K
|
6.33K
$235K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.38K- 5.36% |
$47.5K - $48.7K
|
24.3K
$904K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43K+ 15.59% |
$48.3K - $50.8K
|
10.6K
$394K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601New |
$20.3K - $21.3K
|
601
$22.4K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-755- 2.34% |
$25.5K - $26.8K
|
31.5K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
270KNew |
$9.13M - $9.59M
|
270K
$10.1M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95KNew |
$235K - $247K
|
6.95K
$258K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
290New |
$9.8K - $10.3K
|
290
$10.8K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
39+ 16.25% |
$1.32K - $1.38K
|
279
$10.4K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26+ 1.29% |
$878 - $923
|
2.05K
$76.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
590New |
$19.9K - $20.9K
|
590
$21.9K
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.28KNew |
$280K - $294K
|
8.28K
$308K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.9KNew |
$64.2K - $67.5K
|
1.9K
$70.7K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$13.5K - $14.2K
|
400
$14.9K
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.86KNew |
$198K - $208K
|
5.86K
$218K
|
|
Q4 2022 | |||||||
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-890- 9.16% |
$29.1K - $31K
|
8.83K
$328K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 10.47% |
$1.31K - $1.39K
|
342
$12.7K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2KNew |
$65.3K - $69.6K
|
2K
$74.4K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42New |
$1.37K - $1.46K
|
42
$1.56K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95New |
$3.1K - $3.31K
|
95
$3.53K
|