Latest Institutional Transactions on Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

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 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-23
Closed
$847 - $916
0 $0
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.95K
Closed
$219K - $237K
0 $0
May 11, 2022 Q1 2022
Efficient Advisors, LLC

SELL
 -
-19.7K
Closed
$727K - $787K
0 $0
May 10, 2022 Q1 2022
New Square Capital LLC

SELL
 -
-15
Closed
$552 - $598
0 $0
May 09, 2022 Q1 2022
Cooper/Haims Advisors, LLC

SELL
 -
-15.2K
- 62.27%
$559K - $605K
9.2K $340K
May 09, 2022 Q1 2022
Fsc Wealth Advisors, LLC

SELL
 -
-20.3K
Closed
$748K - $810K
0 $0
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-9.01K
Closed
$332K - $359K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-346
Closed
$12.7K - $13.8K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.72K
Closed
$100K - $108K
0 $0
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-276K
Closed
$10.2M - $11M
0 $0
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
600
+ 9.95%
$22.1K - $23.9K
6.63K $245K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-1.8K
Closed
$66.3K - $71.8K
0 $0
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
564
New
$20.8K - $22.5K
564 $20.8K
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

SELL
 -
-106
Closed
$3.9K - $4.22K
0 $0
Apr 11, 2022 Q1 2022
Atalanta Sosnoff Capital, LLC

SELL
 -
-46.1K
Closed
$1.7M - $1.84M
0 $0
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-85.3K
Closed
$3.14M - $3.4M
0 $0
Q4 2021
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1K
New
$39.4K - $40.4K
1K $36.9K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-177
Closed
$6.97K - $7.15K
0 $0
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-9.29K
Closed
$366K - $375K
0 $0
Feb 14, 2022 Q4 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-12K
Closed
$473K - $485K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.99K
Closed
$78.5K - $80.6K
0 $0
Feb 11, 2022 Q4 2021
Life Planning Partners, Inc

BUY
 -
277
New
$10.9K - $11.2K
277 $10.2K
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
6.3K
New
$248K - $255K
6.3K $233K
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-12.3K
Closed
$485K - $498K
0 $0
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-28.9K
Closed
$1.14M - $1.17M
0 $0
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-6.02K
Closed
$237K - $243K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-712
Closed
$28K - $28.8K
0 $0
Jan 31, 2022 Q4 2021
Sfmg, LLC

SELL
 -
-9.65K
Closed
$380K - $390K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-145
Closed
$5.71K - $5.86K
0 $0
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-7.64K
Closed
$301K - $309K
0 $0
Jan 21, 2022 Q4 2021
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-9.23K
Closed
$363K - $373K
0 $0
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-9.62K
Closed
$379K - $389K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

SELL
 -
-5.44K
Closed
$215K - $219K
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-705
Closed
$27.8K - $28.5K
0 $0
Nov 05, 2021 Q3 2021
Arq Wealth Advisors, LLC

SELL
 -
-43K
Closed
$1.7M - $1.74M
0 $0
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-245
Closed
$9.68K - $9.89K
0 $0
Oct 14, 2021 Q3 2021
Ritholtz Wealth Management

SELL
 -
-6.5K
Closed
$257K - $263K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-4.82K
Closed
$190K - $195K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.9K
Closed
$113K - $115K
0 $0
Aug 13, 2021 Q2 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-221
Closed
$8.58K - $8.8K
0 $0
Aug 06, 2021 Q2 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-5.58K
Closed
$217K - $222K
0 $0
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

BUY
 -
12
+ 30.0%
$466 - $478
52 $1.92K
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-750
Closed
$29.1K - $29.8K
0 $0
Jul 29, 2021 Q2 2021
Charter Oak Capital Management, LLC

SELL
 -
-9.08K
Closed
$352K - $361K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-770
Closed
$29.4K - $30.2K
0 $0
May 17, 2021 Q1 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-18K
Closed
$687K - $705K
0 $0
May 17, 2021 Q1 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-10.2K
Closed
$390K - $400K
0 $0
May 17, 2021 Q1 2021
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-34.7K
Closed
$1.33M - $1.36M
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-25.1K
Closed
$959K - $984K
0 $0

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