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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19.1KNew |
$647K - $722K
|
19.1K
$728K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.3KNew |
$619K - $690K
|
18.3K
$697K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$425K - $474K
|
12.5K
$478K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
9KNew |
$305K - $340K
|
9K
$343K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.78KNew |
$60.2K - $67.1K
|
1.78K
$67.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.52KNew |
$51.5K - $57.4K
|
1.52K
$57.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$33.9K - $37.8K
|
1K
$38.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900New |
$30.5K - $34K
|
900
$34.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
776New |
$26.3K - $29.3K
|
776
$29.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$373 - $416
|
11
$419
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.61% |
$271 - $302
|
1.33K
$50.7K
|
|
| 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
$253K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
564New |
$20.8K - $22.5K
|
564
$21.5K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.3KNew |
$248K - $255K
|
6.3K
$240K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1KNew |
$39.4K - $40.4K
|
1K
$38.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
277New |
$10.9K - $11.2K
|
277
$10.6K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
12+ 30.0% |
$466 - $478
|
52
$1.98K
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
25.4K+ 329.87% |
$971K - $996K
|
33.1K
$1.26M
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270New |
$9.93K - $10.5K
|
270
$10.3K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.3KNew |
$591K - $617K
|
16.3K
$620K
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.38KNew |
$306K - $324K
|
9.38K
$358K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.14KNew |
$207K - $211K
|
6.14K
$234K
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.57KNew |
$87K - $90.5K
|
2.57K
$98K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$34.4 - $34.5
|
1
$38.1
|
|