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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 29.87% |
$472K - $497K
|
30.1K
$1.15M
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-208K- 91.08% |
$7.43M - $7.74M
|
20.4K
$781K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 91.56% |
$4.92M - $5.13M
|
12.7K
$487K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.6K- 52.13% |
$3.12M - $3.25M
|
80.4K
$3.08M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86.7K- 65.66% |
$3.09M - $3.22M
|
45.3K
$1.73M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 63.76% |
$2.41M - $2.51M
|
38.4K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58.6K- 20.67% |
$2.09M - $2.18M
|
225K
$8.61M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 6.3% |
$1.01M - $1.05M
|
421K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.5K- 19.19% |
$875K - $911K
|
103K
$3.95M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 61.77% |
$574K - $598K
|
9.97K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 40.19% |
$540K - $562K
|
22.5K
$862K
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.8K- 24.65% |
$421K - $438K
|
36.1K
$1.38M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 9.99% |
$384K - $400K
|
96.9K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.55K- 94.39% |
$340K - $355K
|
567
$21.7K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.74K- 20.37% |
$240K - $250K
|
26.3K
$1.01M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.53K- 12.03% |
$233K - $242K
|
47.7K
$1.82M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.13K- 7.97% |
$219K - $228K
|
70.8K
$2.71M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.18K- 13.12% |
$149K - $155K
|
27.7K
$1.06M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 10.47% |
$148K - $155K
|
35.6K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 34.61% |
$140K - $146K
|
7.44K
$284K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.45K- 2.22% |
$123K - $128K
|
151K
$5.79M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.93K- 4.1% |
$104K - $109K
|
68.5K
$2.62M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.79K- 1.91% |
$99.3K - $103K
|
143K
$5.46M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.66K- 21.8% |
$94.7K - $98.6K
|
9.53K
$364K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.64K- 9.67% |
$94.1K - $98K
|
24.6K
$943K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.42K- 27.42% |
$86.3K - $89.9K
|
6.41K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 17.8% |
$61.3K - $63.8K
|
7.94K
$304K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.96% |
$50.2K - $52.2K
|
34.1K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 41.11% |
$48K - $49.9K
|
1.93K
$73.7K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1.3K- 4.95% |
$46.5K - $48.4K
|
25.1K
$959K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.26K- 15.63% |
$44.8K - $46.6K
|
6.78K
$259K
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.15K- 9.55% |
$41.1K - $42.8K
|
10.9K
$417K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.12K- 26.3% |
$39.9K - $41.5K
|
3.14K
$120K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 9.87% |
$38.2K - $39.7K
|
9.77K
$374K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.06K- 25.32% |
$37.7K - $39.2K
|
3.12K
$119K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.04K- 1.3% |
$37.2K - $38.7K
|
78.9K
$3.02M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-897- 43.19% |
$32K - $33.3K
|
1.18K
$45.1K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-846Closed |
$30.2K - $31.4K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-629- 2.16% |
$22.4K - $23.4K
|
28.5K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-609- 7.92% |
$21.7K - $22.6K
|
7.09K
$271K
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-603- 5.76% |
$21.5K - $22.4K
|
9.87K
$377K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-554- 13.74% |
$19.8K - $20.6K
|
3.48K
$133K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-501- 2.97% |
$17.9K - $18.6K
|
16.4K
$627K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-411- 3.07% |
$14.7K - $15.3K
|
13K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-386- 2.43% |
$13.8K - $14.3K
|
15.5K
$592K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-326- 7.96% |
$11.6K - $12.1K
|
3.77K
$144K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 3.22% |
$11.2K - $11.7K
|
9.44K
$361K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-279- 2.93% |
$9.95K - $10.4K
|
9.23K
$353K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-276- 3.51% |
$9.84K - $10.2K
|
7.58K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-274- 1.08% |
$9.77K - $10.2K
|
25K
$956K
|