Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

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 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
61
New
$2.24K - $2.36K
61 $2.38K
Oct 29, 2024 Q3 2024
Nvwm, LLC

BUY
 -
50
+ 37.88%
$1.84K - $1.94K
182 $7.11K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
4
+ 0.84%
$147 - $155
480 $18.7K
Q2 2024
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
29.7K
New
$1.06M - $1.1M
29.7K $1.16M
Aug 09, 2024 Q2 2024
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
8.06K
New
$287K - $299K
8.06K $315K
Aug 02, 2024 Q2 2024
Patton Albertson Miller Group, LLC

BUY
 -
7.86K
New
$280K - $292K
7.86K $307K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
6.73K
+ 2.1%
$240K - $250K
328K $12.8M
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.42K
New
$193K - $201K
5.42K $212K
Aug 13, 2024 Q2 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
2.43K
+ 26.85%
$86.8K - $90.4K
11.5K $449K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.7K
+ 1789.47%
$60.6K - $63.1K
1.8K $70.1K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
1.28K
New
$45.6K - $47.5K
1.28K $50K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1K
+ 14.89%
$35.7K - $37.1K
7.72K $301K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
281
New
$10K - $10.4K
281 $11K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
33
New
$1.18K - $1.23K
33 $1.29K
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1
+ 0.08%
$35.7 - $37.1
1.2K $46.7K
Q1 2024
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
70.7K
New
$2.52M - $2.6M
70.7K $2.76M
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
29K
New
$1.03M - $1.07M
29K $1.13M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.21K
+ 132.21%
$293K - $302K
14.4K $563K
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
6.03K
New
$215K - $222K
6.03K $235K
May 03, 2024 Q1 2024
United Community Bank

Greenville, SC
BUY
 -
1.43K
New
$50.8K - $52.5K
1.43K $55.6K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
971
+ 3.11%
$34.6K - $35.8K
32.2K $1.26M
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
773
+ 13.18%
$27.6K - $28.5K
6.64K $259K
Apr 16, 2024 Q1 2024
Country Trust Bank

BUY
 -
702
New
$25K - $25.9K
702 $27.4K
Apr 25, 2024 Q1 2024
True Private Wealth Advisors

BUY
 -
693
+ 6.48%
$24.7K - $25.5K
11.4K $444K
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
553
New
$19.7K - $20.4K
553 $21.6K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
312
New
$11.1K - $11.5K
312 $12.2K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
60
New
$2.14K - $2.21K
60 $2.34K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
28
New
$998 - $1.03K
28 $1.09K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
7
+ 1.09%
$250 - $258
650 $25.4K
Q4 2023
Feb 05, 2024 Q4 2023
Win Advisors, Inc

BUY
 -
317K
New
$10.5M - $11.5M
317K $12.4M
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
16.7K
New
$553K - $605K
16.7K $651K
Mar 20, 2024 Q4 2023
Family Wealth Partners, LLC

Matthews, NC
BUY
 -
10.7K
New
$355K - $388K
10.7K $417K
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
6.11K
New
$203K - $222K
6.11K $238K
Feb 06, 2024 Q4 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
5.95K
New
$197K - $216K
5.95K $232K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
5.66K
New
$188K - $205K
5.66K $221K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
1.36K
+ 18.72%
$45K - $49.3K
8.61K $336K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
885
New
$29.4K - $32.1K
885 $34.6K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
551
New
$18.3K - $20K
551 $21.5K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
288
New
$9.55K - $10.5K
288 $11.2K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
277
New
$9.19K - $10.1K
277 $10.8K
Feb 08, 2024 Q4 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
175
+ 1.35%
$5.8K - $6.35K
13.1K $513K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
40
New
$1.33K - $1.45K
40 $1.56K
Q3 2023
Nov 08, 2023 Q3 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
11K
New
$373K - $393K
11K $430K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.93K
New
$235K - $247K
6.93K $270K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
751
New
$25.4K - $26.8K
751 $29.3K
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
8
New
$271 - $285
8 $312
Q2 2023
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
7.28K
New
$251K - $258K
7.28K $284K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
315
New
$10.9K - $11.2K
315 $12.3K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
71
New
$2.45K - $2.51K
71 $2.77K

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