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 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-142- 5.15% |
$5.06K - $5.23K
|
2.62K
$97.2K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-96- 1.36% |
$3.42K - $3.54K
|
6.97K
$259K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.33% |
$2.92K - $3.02K
|
1.81K
$67.3K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$247K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$247K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60- 0.85% |
$2.14K - $2.21K
|
6.96K
$258K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.18% |
$1.6K - $1.66K
|
2.02K
$74.9K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 0.98% |
$1.35K - $1.4K
|
3.83K
$142K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 8.33% |
$178 - $184
|
55
$2.04K
|
|
Q4 2023 | |||||||
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-53.8KClosed |
$1.79M - $1.95M
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-26.4K- 21.04% |
$877K - $960K
|
99.2K
$3.68M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 79.71% |
$730K - $799K
|
5.6K
$208K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.29K- 31.65% |
$242K - $265K
|
15.8K
$585K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.46K- 29.44% |
$148K - $162K
|
10.7K
$397K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.11K- 43.13% |
$136K - $149K
|
5.42K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 90.65% |
$46.9K - $51.4K
|
146
$5.42K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 35.69% |
$43.5K - $47.6K
|
2.36K
$87.7K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-450- 1.75% |
$14.9K - $16.3K
|
25.3K
$938K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.4K- 87.1% |
$183K - $192K
|
800
$29.7K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-580- 12.58% |
$19.6K - $20.7K
|
4.03K
$150K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-304- 3.04% |
$10.3K - $10.8K
|
9.68K
$360K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 3.61% |
$7.59K - $7.98K
|
5.99K
$222K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-93- 1.52% |
$3.15K - $3.31K
|
6.01K
$223K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 3.23% |
$677 - $713
|
600
$22.3K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3- 0.04% |
$102 - $107
|
7.15K
$265K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.38K- 5.36% |
$47.5K - $48.7K
|
24.3K
$902K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 11.57% |
$38.8K - $39.8K
|
8.58K
$319K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 14.04% |
$35.7K - $36.6K
|
6.33K
$235K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 2.37% |
$2.42K - $2.48K
|
2.89K
$107K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$863 - $885
|
1.46K
$54.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-755- 2.34% |
$25.5K - $26.8K
|
31.5K
$1.17M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-128K- 94.74% |
$4.18M - $4.45M
|
7.11K
$264K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.6K- 5.3% |
$740K - $789K
|
405K
$15M
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 24.7% |
$175K - $187K
|
16.4K
$608K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 9.74% |
$42.1K - $44.8K
|
11.9K
$443K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-890- 9.16% |
$29.1K - $31K
|
8.83K
$328K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-372- 99.73% |
$12.2K - $13K
|
1
$37.1
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-85- 0.98% |
$2.78K - $2.96K
|
8.55K
$317K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 10.47% |
$1.31K - $1.39K
|
342
$12.7K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 58.97% |
$338K - $368K
|
7.13K
$265K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 15.25% |
$68.9K - $74.9K
|
11.6K
$430K
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.33% |
$65.5K - $71.2K
|
35.2K
$1.31M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78K- 20.83% |
$58.9K - $64.1K
|
6.78K
$252K
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 4.26% |
$36.8K - $40K
|
25K
$928K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-800- 11.23% |
$26.4K - $28.8K
|
6.32K
$235K
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-305- 0.47% |
$10.1K - $11K
|
64.7K
$2.4M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.32% |
$4.96K - $5.39K
|
46.8K
$1.74M
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 0.56% |
$1.36K - $1.47K
|
7.29K
$271K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-54.3KClosed |
$1.84M - $2.05M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-23.5KClosed |
$798K - $889K
|
0
$0
|