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 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$6.92K - $7.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-800Closed |
$30.6K - $31.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-343Closed |
$13.1K - $13.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23Closed |
$879 - $902
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-337Closed |
$12.9K - $13.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
25.4K+ 329.87% |
$971K - $996K
|
33.1K
$1.24M
|
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.08KClosed |
$232K - $238K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.64KClosed |
$207K - $219K
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270New |
$9.93K - $10.5K
|
270
$10.1K
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161Closed |
$5.92K - $6.24K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-357Closed |
$13.1K - $13.8K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-85Closed |
$3.13K - $3.29K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-61.8KClosed |
$2.27M - $2.4M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.3KNew |
$591K - $617K
|
16.3K
$608K
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-15.2KClosed |
$552K - $577K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.35KClosed |
$267K - $279K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.56KClosed |
$166K - $173K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-220- 12.82% |
$7.35K - $8.08K
|
1.5K
$56K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.4KClosed |
$46.6K - $51.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.04KClosed |
$34.7K - $38.2K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-213Closed |
$7.11K - $7.82K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-7.94KClosed |
$250K - $293K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-236KClosed |
$7.43M - $8.71M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.44KClosed |
$109K - $127K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-75Closed |
$2.36K - $2.77K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14Closed |
$441 - $517
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-56.1KClosed |
$1.77M - $2.07M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.71KClosed |
$274K - $322K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-528Closed |
$16.6K - $19.5K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.72KClosed |
$243K - $285K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.16KClosed |
$40.8K - $42K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.41KClosed |
$84.6K - $86.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10Closed |
$343 - $354
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20.7KClosed |
$676K - $715K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-19.9KClosed |
$649K - $686K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-1.63KClosed |
$53.2K - $56.3K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140Closed |
$4.57K - $4.83K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.38KNew |
$306K - $324K
|
9.38K
$351K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.97KClosed |
$293K - $310K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-148KClosed |
$4.8M - $5.07M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31KClosed |
$42.5K - $44.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.6KClosed |
$51.8K - $54.7K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-425Closed |
$13.8K - $14.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.14KNew |
$207K - $211K
|
6.14K
$230K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.09KClosed |
$70.4K - $71.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-458Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-402Closed |
$13.6K - $13.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22Closed |
$742 - $756
|
0
$0
|
|