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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 26.25% |
$632K - $655K
|
47.6K
$1.79M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 16.44% |
$408K - $422K
|
55.6K
$2.09M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.3K- 13.52% |
$123K - $127K
|
21.1K
$794K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.03K- 1.42% |
$75.5K - $78.2K
|
140K
$5.29M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-909- 53.72% |
$33.9K - $35.1K
|
783
$29.5K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-380- 5.61% |
$14.2K - $14.7K
|
6.4K
$241K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-168- 1.02% |
$6.27K - $6.49K
|
16.3K
$614K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 1.55% |
$895 - $927
|
1.53K
$57.4K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15- 0.26% |
$560 - $580
|
5.82K
$219K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-67.7K- 73.96% |
$2.49M - $2.62M
|
23.8K
$898K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-36.8K- 81.25% |
$1.36M - $1.43M
|
8.5K
$320K
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-31.5K- 38.1% |
$1.16M - $1.22M
|
51.2K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.4K- 54.56% |
$1.01M - $1.06M
|
22.8K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.8K- 58.33% |
$764K - $804K
|
14.8K
$558K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 8.99% |
$744K - $783K
|
205K
$7.71M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 23.9% |
$540K - $568K
|
46.7K
$1.76M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 29.87% |
$472K - $497K
|
30.1K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 12.35% |
$470K - $494K
|
90.6K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-10.3K- 36.13% |
$379K - $398K
|
18.2K
$685K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$8.62K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.83K- 54.54% |
$325K - $342K
|
7.36K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.59K- 3.78% |
$242K - $255K
|
168K
$6.32M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$405K
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.15K- 7.61% |
$190K - $200K
|
62.5K
$2.35M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.9K- 30.48% |
$180K - $190K
|
11.2K
$420K
|
|
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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.12K- 32.12% |
$152K - $159K
|
8.7K
$328K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.17K- 8.18% |
$117K - $123K
|
35.5K
$1.34M
|
|
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
$620K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.04K- 34.55% |
$75.1K - $79K
|
3.87K
$146K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.61K- 51.4% |
$59.3K - $62.4K
|
1.52K
$57.4K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 4.44% |
$55.8K - $58.6K
|
32.6K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 3.78% |
$53.5K - $56.3K
|
37K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.28K- 9.65% |
$47.3K - $49.7K
|
12K
$453K
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.04K- 9.56% |
$38.4K - $40.4K
|
9.87K
$371K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 13.86% |
$32.7K - $34.4K
|
5.52K
$208K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-774- 4.28% |
$28.5K - $30K
|
17.3K
$652K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-755- 2.73% |
$27.8K - $29.2K
|
26.9K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-385- 2.49% |
$14.2K - $14.9K
|
15.1K
$568K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-266- 13.8% |
$9.79K - $10.3K
|
1.66K
$62.5K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$276K
|
|
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
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-221- 1.24% |
$8.13K - $8.55K
|
17.6K
$663K
|
|
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
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-182- 2.74% |
$6.7K - $7.05K
|
6.45K
$243K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-175- 47.55% |
$6.44K - $6.77K
|
193
$7.27K
|