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 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 5200.0% |
$1.85K - $1.92K
|
53
$1.97K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
52+ 0.46% |
$1.85K - $1.92K
|
11.4K
$422K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
43+ 33.08% |
$1.53K - $1.58K
|
173
$6.43K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
38+ 1.16% |
$1.35K - $1.4K
|
3.32K
$123K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$998 - $1.03K
|
28
$1.04K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.09% |
$250 - $258
|
650
$24.1K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.07% |
$178 - $184
|
7.69K
$286K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.17% |
$178 - $184
|
432
$16K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
317KNew |
$10.5M - $11.5M
|
317K
$11.8M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$3.34M - $3.65M
|
101K
$3.74M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
38.4KNew |
$1.27M - $1.39M
|
38.4K
$1.43M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 189.08% |
$604K - $661K
|
27.8K
$1.03M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
16.7K+ 41.4% |
$554K - $607K
|
57.1K
$2.12M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.7KNew |
$553K - $605K
|
16.7K
$619K
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.7KNew |
$355K - $388K
|
10.7K
$397K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.11KNew |
$203K - $222K
|
6.11K
$227K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95KNew |
$197K - $216K
|
5.95K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.92KNew |
$196K - $215K
|
5.92K
$220K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.74KNew |
$191K - $209K
|
5.74K
$213K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.66KNew |
$188K - $205K
|
5.66K
$210K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5.15K+ 1552.41% |
$171K - $187K
|
5.49K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.14KNew |
$170K - $186K
|
5.14K
$191K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.36K+ 18.72% |
$45K - $49.3K
|
8.61K
$320K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
885New |
$29.4K - $32.1K
|
885
$32.9K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
551New |
$18.3K - $20K
|
551
$20.5K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
288New |
$9.55K - $10.5K
|
288
$10.7K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$9.19K - $10.1K
|
277
$10.3K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 0.96% |
$7.6K - $8.31K
|
24K
$890K
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 1.35% |
$5.8K - $6.35K
|
13.1K
$488K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.33K - $1.45K
|
40
$1.49K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.09% |
$265 - $290
|
8.84K
$328K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.79% |
$99.5 - $109
|
381
$14.2K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$409K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.04KNew |
$272K - $286K
|
8.04K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
751New |
$25.4K - $26.8K
|
751
$27.9K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.4K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$416K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$1.49K - $1.57K
|
10.9K
$404K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 9.63% |
$440 - $463
|
148
$5.5K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$271 - $285
|
8
$297
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$671K - $688K
|
19.4K
$721K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.28KNew |
$251K - $258K
|
7.28K
$270K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$208K - $213K
|
6.02K
$224K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
315New |
$10.9K - $11.2K
|
315
$11.7K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$2.45K - $2.51K
|
71
$2.64K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.23K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$138 - $142
|
904
$33.6K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
270KNew |
$9.13M - $9.59M
|
270K
$10M
|