Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)
This list provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
75.9K+ 49.64% |
$2.71M - $2.8M
|
229K
$8.46M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.7KNew |
$2.52M - $2.6M
|
70.7K
$2.61M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 611.77% |
$1.66M - $1.72M
|
54.2K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29KNew |
$1.03M - $1.07M
|
29K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
25.2KNew |
$898K - $928K
|
25.2K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.7KNew |
$632K - $653K
|
17.7K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 53.8% |
$502K - $519K
|
40.3K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6K+ 57.15% |
$377K - $390K
|
29.1K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.51KNew |
$339K - $350K
|
9.51K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.72KNew |
$239K - $248K
|
6.72K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.03KNew |
$215K - $222K
|
6.03K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.34K+ 85.26% |
$190K - $197K
|
11.6K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.99K+ 29.42% |
$178K - $184K
|
22K
$812K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.84K+ 3.05% |
$172K - $178K
|
164K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6K+ 55.33% |
$128K - $133K
|
10.1K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.42K+ 12.15% |
$122K - $126K
|
31.6K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 106.64% |
$114K - $118K
|
6.22K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 16.9% |
$90.8K - $93.9K
|
17.6K
$652K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.95KNew |
$69.3K - $71.7K
|
1.95K
$71.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.9K+ 4.0% |
$67.8K - $70.1K
|
49.4K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.64KNew |
$58.4K - $60.4K
|
1.64K
$60.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 5.01% |
$56.3K - $58.1K
|
33.1K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.56K+ 20.71% |
$55.4K - $57.3K
|
9.07K
$335K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43KNew |
$50.8K - $52.5K
|
1.43K
$52.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$42.6K - $44K
|
1.19K
$44.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11K+ 12.85% |
$39.6K - $40.9K
|
9.75K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.74% |
$38K - $39.3K
|
146K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
846New |
$30.2K - $31.2K
|
846
$31.3K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
702New |
$25K - $25.9K
|
702
$26K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
693+ 6.48% |
$24.7K - $25.5K
|
11.4K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
667+ 6.8% |
$23.8K - $24.6K
|
10.5K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
661+ 0.15% |
$23.6K - $24.4K
|
449K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
553New |
$19.7K - $20.4K
|
553
$20.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
322+ 0.37% |
$11.5K - $11.9K
|
87.1K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312New |
$11.1K - $11.5K
|
312
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
280+ 7.34% |
$9.98K - $10.3K
|
4.1K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206+ 22.17% |
$7.34K - $7.59K
|
1.14K
$42K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
181+ 1.37% |
$6.45K - $6.67K
|
13.4K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 1.03% |
$6.13K - $6.34K
|
16.9K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
172+ 5.55% |
$6.13K - $6.34K
|
3.27K
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
137+ 40.77% |
$4.88K - $5.05K
|
473
$17.5K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
120+ 0.74% |
$4.28K - $4.42K
|
16.3K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
78+ 1.32% |
$2.78K - $2.87K
|
6K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71+ 116.39% |
$2.53K - $2.62K
|
132
$4.88K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
70+ 3.49% |
$2.5K - $2.58K
|
2.08K
$76.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$2.14K - $2.21K
|
60
$2.22K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 5200.0% |
$1.85K - $1.92K
|
53
$1.96K
|
|