Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-31.5K- 38.1% |
$1.16M - $1.22M
|
51.2K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 29.87% |
$472K - $497K
|
30.1K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$8.63K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.83K- 54.54% |
$325K - $342K
|
7.36K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.26K- 8.85% |
$230K - $242K
|
64.5K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.59K- 4.74% |
$169K - $178K
|
92.3K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.37K- 43.79% |
$161K - $169K
|
5.6K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3K- 5.26% |
$110K - $116K
|
54.1K
$2.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 11.18% |
$76.3K - $80.2K
|
16.5K
$621K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 4.44% |
$55.8K - $58.6K
|
32.6K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.04K- 9.56% |
$38.4K - $40.4K
|
9.87K
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-774- 4.28% |
$28.5K - $30K
|
17.3K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-681- 2.72% |
$25.1K - $26.4K
|
24.4K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-369- 0.26% |
$13.6K - $14.3K
|
142K
$5.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-234- 0.65% |
$8.61K - $9.06K
|
35.9K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-223- 5.92% |
$8.21K - $8.63K
|
3.54K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 3.27% |
$7.36K - $7.74K
|
5.92K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-193- 5.82% |
$7.1K - $7.47K
|
3.12K
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-147- 0.67% |
$5.41K - $5.69K
|
21.8K
$822K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-123- 1.81% |
$4.53K - $4.76K
|
6.67K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-80- 2.57% |
$2.94K - $3.1K
|
3.04K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.11% |
$994 - $1.05K
|
25K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 0.16% |
$368 - $387
|
6.42K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.42% |
$184 - $194
|
1.18K
$44.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$36.8 - $38.7
|
8.88K
$335K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-208K- 91.08% |
$7.43M - $7.74M
|
20.4K
$770K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 91.56% |
$4.92M - $5.13M
|
12.7K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.6K- 52.13% |
$3.12M - $3.25M
|
80.4K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86.7K- 65.66% |
$3.09M - $3.22M
|
45.3K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 63.76% |
$2.41M - $2.51M
|
38.4K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58.6K- 20.67% |
$2.09M - $2.18M
|
225K
$8.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 6.3% |
$1.01M - $1.05M
|
421K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.5K- 19.19% |
$875K - $911K
|
103K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 40.19% |
$540K - $562K
|
22.5K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.55K- 94.39% |
$340K - $355K
|
567
$21.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.53K- 12.03% |
$233K - $242K
|
47.7K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.18K- 13.12% |
$149K - $155K
|
27.7K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 10.47% |
$148K - $155K
|
35.6K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 34.61% |
$140K - $146K
|
7.44K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.45K- 2.22% |
$123K - $128K
|
151K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.93K- 4.1% |
$104K - $109K
|
68.5K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.66K- 21.8% |
$94.7K - $98.6K
|
9.53K
$359K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.42K- 27.42% |
$86.3K - $89.9K
|
6.41K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 17.8% |
$61.3K - $63.8K
|
7.94K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 41.11% |
$48K - $49.9K
|
1.93K
$72.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.26K- 15.63% |
$44.8K - $46.6K
|
6.78K
$256K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.12K- 26.3% |
$39.9K - $41.5K
|
3.14K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 9.87% |
$38.2K - $39.7K
|
9.77K
$368K
|
|