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
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
7
+ 1.09%
$250 - $258
650 $26K
Q4 2023
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
16.7K
New
$553K - $605K
16.7K $667K
Mar 20, 2024 Q4 2023
Family Wealth Partners, LLC

Matthews, NC
BUY
 -
10.7K
New
$355K - $388K
10.7K $428K
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
6.11K
New
$203K - $222K
6.11K $245K
Feb 06, 2024 Q4 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
5.95K
New
$197K - $216K
5.95K $238K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
5.66K
New
$188K - $205K
5.66K $227K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
1.36K
+ 18.72%
$45K - $49.3K
8.61K $345K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
885
New
$29.4K - $32.1K
885 $35.4K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
551
New
$18.3K - $20K
551 $22.1K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
288
New
$9.55K - $10.5K
288 $11.5K
Feb 08, 2024 Q4 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
175
+ 1.35%
$5.8K - $6.35K
13.1K $527K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
40
New
$1.33K - $1.45K
40 $1.6K
Q3 2023
Nov 08, 2023 Q3 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
11K
New
$373K - $393K
11K $441K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.93K
New
$235K - $247K
6.93K $277K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
751
New
$25.4K - $26.8K
751 $30.1K
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
8
New
$271 - $285
8 $320
Q2 2023
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
7.28K
New
$251K - $258K
7.28K $291K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
315
New
$10.9K - $11.2K
315 $12.6K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
71
New
$2.45K - $2.51K
71 $2.84K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
33
New
$1.14K - $1.17K
33 $1.32K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
4
+ 0.44%
$138 - $142
904 $36.2K
Q1 2023
May 15, 2023 Q1 2023
Mangrove Partners

New York, NY
BUY
 -
270K
New
$9.13M - $9.59M
270K $10.8M
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
8.28K
New
$280K - $294K
8.28K $332K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
6.95K
New
$235K - $247K
6.95K $278K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
5.86K
New
$198K - $208K
5.86K $234K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
1.9K
New
$64.2K - $67.5K
1.9K $76.1K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
601
New
$20.3K - $21.3K
601 $24.1K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
590
New
$19.9K - $20.9K
590 $23.6K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
400
New
$13.5K - $14.2K
400 $16K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
290
New
$9.8K - $10.3K
290 $11.6K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
26
+ 1.29%
$878 - $923
2.05K $82K
Q4 2022
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
160K
+ 58252.19%
$5.13M - $5.56M
160K $6.4M
Feb 14, 2023 Q4 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
114K
New
$3.65M - $3.95M
114K $4.55M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
101K
New
$3.26M - $3.53M
101K $4.06M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
51.4K
New
$1.65M - $1.79M
51.4K $2.06M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
28.3K
New
$911K - $986K
28.3K $1.13M
Jan 20, 2023 Q4 2022
Arden Trust CO

BUY
 -
28.3K
New
$911K - $986K
28.3K $1.13M
Feb 14, 2023 Q4 2022
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
19.1K
New
$613K - $664K
19.1K $764K
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
10.9K
New
$349K - $378K
10.9K $435K
Jan 27, 2023 Q4 2022
Advocacy Wealth Management Services, LLC

BUY
 -
9.7K
New
$312K - $338K
9.7K $388K
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.23K
New
$71.8K - $77.8K
2.23K $89.4K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2K
New
$64.3K - $69.6K
2K $80.1K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.14K
+ 3.42%
$36.8K - $39.8K
34.6K $1.39M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
929
New
$29.9K - $32.3K
929 $37.2K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
618
+ 37.68%
$19.9K - $21.5K
2.26K $90.4K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
440
+ 100.0%
$14.1K - $15.3K
880 $35.2K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
168
New
$5.4K - $5.85K
168 $6.73K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
67
+ 268.0%
$2.15K - $2.33K
92 $3.68K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
42
New
$1.35K - $1.46K
42 $1.68K

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