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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
17.2KNew |
$552K - $598K
|
17.2K
$643K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10.9KNew |
$349K - $378K
|
10.9K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.7KNew |
$312K - $338K
|
9.7K
$363K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.23KNew |
$71.8K - $77.8K
|
2.23K
$83.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2KNew |
$64.3K - $69.6K
|
2K
$74.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.14K+ 3.42% |
$36.8K - $39.8K
|
34.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
929New |
$29.9K - $32.3K
|
929
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
618+ 37.68% |
$19.9K - $21.5K
|
2.26K
$84.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
440+ 100.0% |
$14.1K - $15.3K
|
880
$32.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
168New |
$5.4K - $5.85K
|
168
$6.28K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
67+ 268.0% |
$2.15K - $2.33K
|
92
$3.44K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42New |
$1.35K - $1.46K
|
42
$1.57K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$965 - $1.04K
|
30
$1.12K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
19.7K+ 9.32% |
$639K - $707K
|
231K
$8.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.72KNew |
$251K - $278K
|
7.72K
$289K
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
7.09KNew |
$230K - $255K
|
7.09K
$265K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58KNew |
$116K - $129K
|
3.58K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3KNew |
$97.4K - $108K
|
3K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
569New |
$18.5K - $20.5K
|
569
$21.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285New |
$9.25K - $10.2K
|
285
$10.7K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155New |
$5.03K - $5.57K
|
155
$5.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 0.57% |
$1.43K - $1.58K
|
7.76K
$290K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
519KNew |
$17.6M - $19.6M
|
519K
$19.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.4KNew |
$1.17M - $1.3M
|
34.4K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.7KNew |
$1.11M - $1.24M
|
32.7K
$1.22M
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19.1KNew |
$647K - $722K
|
19.1K
$715K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.3KNew |
$619K - $690K
|
18.3K
$683K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$425K - $474K
|
12.5K
$469K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
9KNew |
$305K - $340K
|
9K
$337K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.78KNew |
$60.2K - $67.1K
|
1.78K
$66.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.52KNew |
$51.5K - $57.4K
|
1.52K
$56.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$33.9K - $37.8K
|
1K
$37.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900New |
$30.5K - $34K
|
900
$33.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
776New |
$26.3K - $29.3K
|
776
$29K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$373 - $416
|
11
$412
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.61% |
$271 - $302
|
1.33K
$49.7K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
600+ 9.95% |
$22.1K - $23.9K
|
6.63K
$248K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
564New |
$20.8K - $22.5K
|
564
$21.1K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.3KNew |
$248K - $255K
|
6.3K
$236K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1KNew |
$39.4K - $40.4K
|
1K
$37.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
277New |
$10.9K - $11.2K
|
277
$10.4K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
12+ 30.0% |
$466 - $478
|
52
$1.95K
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
25.4K+ 329.87% |
$971K - $996K
|
33.1K
$1.24M
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270New |
$9.93K - $10.5K
|
270
$10.1K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.3KNew |
$591K - $617K
|
16.3K
$608K
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.38KNew |
$306K - $324K
|
9.38K
$351K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.14KNew |
$207K - $211K
|
6.14K
$230K
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.57KNew |
$87K - $90.5K
|
2.57K
$96.1K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$34.4 - $34.5
|
1
$37.4
|
|