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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-425K- 97.46% |
$15.1M - $15.6M
|
11.1K
$409K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-322K- 65.7% |
$11.5M - $11.9M
|
168K
$6.21M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-200K- 94.14% |
$7.13M - $7.37M
|
12.4K
$460K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-148K- 97.93% |
$5.26M - $5.44M
|
3.13K
$116K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-118K- 47.89% |
$4.19M - $4.33M
|
128K
$4.73M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-91K- 69.6% |
$3.24M - $3.35M
|
39.8K
$1.47M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.8K- 86.06% |
$2.88M - $2.98M
|
13.1K
$484K
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-74.9K- 57.71% |
$2.67M - $2.76M
|
54.9K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64.6K- 18.54% |
$2.3M - $2.38M
|
284K
$10.5M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-49.1K- 81.29% |
$1.75M - $1.81M
|
11.3K
$418K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.5K- 65.05% |
$1.73M - $1.79M
|
26.1K
$964K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.1K- 48.88% |
$1.29M - $1.33M
|
37.8K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-36.1K- 89.46% |
$1.29M - $1.33M
|
4.26K
$157K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 16.31% |
$1.21M - $1.25M
|
174K
$6.43M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 21.14% |
$1.01M - $1.05M
|
106K
$3.92M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 22.84% |
$754K - $779K
|
71.5K
$2.64M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-19.7K- 12.99% |
$703K - $727K
|
132K
$4.88M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 60.96% |
$468K - $483K
|
8.4K
$311K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 29.48% |
$403K - $416K
|
27K
$999K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.06K- 36.6% |
$323K - $334K
|
15.7K
$580K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.4K- 9.84% |
$299K - $309K
|
76.9K
$2.84M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.24K- 7.11% |
$294K - $304K
|
108K
$3.98M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.69K- 2.04% |
$238K - $246K
|
321K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.21K- 33.77% |
$221K - $229K
|
12.2K
$450K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-5.46K- 3.4% |
$195K - $201K
|
155K
$5.73M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.84K- 9.78% |
$137K - $142K
|
35.5K
$1.31M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3K- 3.62% |
$107K - $111K
|
79.9K
$2.96M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.81K- 8.6% |
$64.6K - $66.7K
|
19.2K
$711K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.52K- 16.14% |
$54.1K - $55.9K
|
7.89K
$292K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 3.86% |
$53.9K - $55.7K
|
37.7K
$1.39M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 15.74% |
$51.4K - $53.1K
|
7.71K
$285K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 8.44% |
$43.9K - $45.4K
|
13.4K
$494K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 10.15% |
$38.9K - $40.2K
|
9.65K
$357K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 9.12% |
$38.8K - $40.1K
|
10.8K
$401K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 13.51% |
$36.8K - $38K
|
6.61K
$244K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-975- 3.57% |
$34.8K - $35.9K
|
26.4K
$975K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-840- 2.31% |
$29.9K - $31K
|
35.5K
$1.31M
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-819- 7.97% |
$29.2K - $30.2K
|
9.46K
$350K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-815- 16.35% |
$29.1K - $30K
|
4.17K
$154K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-799- 10.32% |
$28.5K - $29.4K
|
6.94K
$257K
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-651- 5.39% |
$23.2K - $24K
|
11.4K
$422K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-647- 13.32% |
$23.1K - $23.8K
|
4.21K
$156K
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-565- 1.17% |
$20.1K - $20.8K
|
47.9K
$1.77M
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-510- 2.75% |
$18.2K - $18.8K
|
18K
$666K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-505- 7.11% |
$18K - $18.6K
|
6.6K
$244K
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-500- 3.98% |
$17.8K - $18.4K
|
12.1K
$446K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-424- 2.6% |
$15.1K - $15.6K
|
15.9K
$586K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 1.27% |
$14.6K - $15.1K
|
31.8K
$1.18M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-275- 42.77% |
$9.8K - $10.1K
|
368
$13.6K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-208- 1.09% |
$7.42K - $7.66K
|
18.8K
$695K
|