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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.42% |
$294 - $310
|
339
$13K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
67.7KNew |
$2.41M - $2.51M
|
67.7K
$2.59M
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
57.1KNew |
$2.04M - $2.12M
|
57.1K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.3K+ 127.34% |
$1.83M - $1.9M
|
91.5K
$3.5M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.9KNew |
$1.71M - $1.78M
|
47.9K
$1.83M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 283.39% |
$1.32M - $1.38M
|
50.2K
$1.92M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$1.06M - $1.1M
|
29.7K
$1.13M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
27.9K+ 50.86% |
$995K - $1.04M
|
82.8K
$3.17M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 205.67% |
$913K - $950K
|
38K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 62.38% |
$841K - $876K
|
61.4K
$2.35M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.4KNew |
$763K - $795K
|
21.4K
$819K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.1KNew |
$645K - $672K
|
18.1K
$692K
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15.9K+ 18.28% |
$568K - $591K
|
103K
$3.94M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$441K - $459K
|
12.4K
$473K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 44.35% |
$427K - $445K
|
39K
$1.49M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.88KNew |
$317K - $330K
|
8.88K
$340K
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.06KNew |
$287K - $299K
|
8.06K
$308K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.86KNew |
$280K - $292K
|
7.86K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.47K+ 42.37% |
$266K - $277K
|
25.1K
$960K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.16K+ 22.7% |
$255K - $266K
|
38.7K
$1.48M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
6.87KNew |
$245K - $255K
|
6.87K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$12.5M
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6.43KNew |
$229K - $239K
|
6.43K
$246K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$206K - $214K
|
5.77K
$221K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.75KNew |
$205K - $213K
|
5.75K
$220K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.47K+ 49.39% |
$195K - $203K
|
16.5K
$632K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$193K - $201K
|
5.42K
$207K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.89K+ 43.28% |
$174K - $182K
|
16.2K
$619K
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.28K+ 2.61% |
$153K - $159K
|
168K
$6.42M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.65K+ 39.77% |
$130K - $135K
|
12.8K
$490K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.43K+ 29.6% |
$122K - $127K
|
15K
$575K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.18K+ 37.8% |
$113K - $118K
|
11.6K
$443K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$440K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.27KNew |
$80.8K - $84.2K
|
2.27K
$86.7K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.23K+ 28.24% |
$79.5K - $82.7K
|
10.1K
$387K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 1789.47% |
$60.6K - $63.1K
|
1.8K
$68.7K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 40.31% |
$60.6K - $63K
|
5.91K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.52KNew |
$54.2K - $56.5K
|
1.52K
$58.2K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 19.98% |
$47.3K - $49.2K
|
7.96K
$305K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.28KNew |
$45.6K - $47.5K
|
1.28K
$49K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 43.88% |
$40.9K - $42.6K
|
3.76K
$144K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 14.89% |
$35.7K - $37.1K
|
7.72K
$295K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
926+ 3.68% |
$33K - $34.4K
|
26.1K
$999K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
818+ 49.91% |
$29.2K - $30.4K
|
2.46K
$94K
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
730+ 6.39% |
$26K - $27.1K
|
12.1K
$465K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
435+ 18.43% |
$15.5K - $16.2K
|
2.8K
$107K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 5.03% |
$10.6K - $11.1K
|
6.22K
$238K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$10.7K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
236+ 2.49% |
$8.42K - $8.76K
|
9.7K
$371K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136+ 93.15% |
$4.85K - $5.05K
|
282
$10.8K
|