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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179K+ 1405.9% |
$6.58M - $6.92M
|
192K
$7.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
147KNew |
$5.4M - $5.69M
|
147K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.4KNew |
$1.49M - $1.56M
|
40.4K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 9.29% |
$1.44M - $1.51M
|
460K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8KNew |
$876K - $921K
|
23.8K
$890K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.6K+ 38.87% |
$685K - $720K
|
66.5K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.6KNew |
$649K - $682K
|
17.6K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
14.1K+ 17.83% |
$518K - $544K
|
93K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.8K+ 7.6% |
$469K - $494K
|
181K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 15.69% |
$465K - $489K
|
93.1K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$389K - $409K
|
10.6K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.2K+ 107.22% |
$376K - $395K
|
19.7K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.81K+ 37.58% |
$361K - $380K
|
35.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 30.25% |
$293K - $308K
|
34.3K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.35KNew |
$234K - $246K
|
6.35K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.26KNew |
$230K - $242K
|
6.26K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.84KNew |
$215K - $226K
|
5.84K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.67K+ 11.89% |
$209K - $220K
|
53.4K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24KNew |
$193K - $203K
|
5.24K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 47.58% |
$177K - $186K
|
14.9K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 17.31% |
$144K - $151K
|
26.4K
$989K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.93K+ 45.3% |
$108K - $113K
|
9.4K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.61K+ 60.11% |
$96K - $101K
|
6.95K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 8.89% |
$80.7K - $84.9K
|
26.8K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 29.83% |
$71.1K - $74.7K
|
8.4K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 29.54% |
$62.5K - $65.7K
|
7.45K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.23K+ 8.15% |
$45.1K - $47.4K
|
16.3K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 1.75% |
$44.1K - $46.4K
|
69.7K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
971+ 97100.0% |
$35.7K - $37.6K
|
972
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$31.6K - $33.2K
|
858
$32.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
856New |
$31.5K - $33.1K
|
856
$32K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
843+ 3.94% |
$31K - $32.6K
|
22.2K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
749+ 6.47% |
$27.6K - $29K
|
12.3K
$461K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
469+ 16.78% |
$17.3K - $18.2K
|
3.26K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
395+ 2.52% |
$14.5K - $15.3K
|
16.1K
$601K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
270+ 3.4% |
$9.94K - $10.5K
|
8.21K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260New |
$9.57K - $10.1K
|
260
$9.73K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
235+ 2.38% |
$8.65K - $9.1K
|
10.1K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
224+ 0.89% |
$8.24K - $8.67K
|
25.3K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
99+ 0.28% |
$3.64K - $3.83K
|
35.6K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
82+ 0.5% |
$3.02K - $3.17K
|
16.5K
$616K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.63% |
$2.83K - $2.98K
|
12.2K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
70+ 1.17% |
$2.58K - $2.71K
|
6.07K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
68+ 0.07% |
$2.5K - $2.63K
|
103K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61New |
$2.24K - $2.36K
|
61
$2.28K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61+ 0.65% |
$2.24K - $2.36K
|
9.5K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.36% |
$2.17K - $2.28K
|
16.5K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 1.46% |
$2.02K - $2.13K
|
3.83K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50+ 37.88% |
$1.84K - $1.94K
|
182
$6.81K
|