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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 97.25% |
$17K - $17.5K
|
13
$521
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-451- 7.05% |
$16.6K - $17.2K
|
5.95K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-212- 14.51% |
$7.81K - $8.09K
|
1.25K
$50K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-126- 1.83% |
$4.64K - $4.81K
|
6.75K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 3.66% |
$3.69K - $3.82K
|
2.64K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 5.18% |
$369 - $382
|
183
$7.33K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$36.9 - $38.2
|
601
$24.1K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.82K- 28.63% |
$105K - $109K
|
7.04K
$282K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-951- 11.19% |
$35.5K - $36.7K
|
7.55K
$302K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-404- 10.44% |
$15.1K - $15.6K
|
3.46K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 2.72% |
$8.84K - $9.16K
|
8.46K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-176- 1.58% |
$6.56K - $6.8K
|
11K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 1.55% |
$895 - $927
|
1.53K
$61.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15- 0.26% |
$560 - $580
|
5.82K
$233K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$9.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.37K- 43.79% |
$161K - $169K
|
5.6K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 13.86% |
$32.7K - $34.4K
|
5.52K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$294K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 3.27% |
$7.36K - $7.74K
|
5.92K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 0.16% |
$368 - $387
|
6.42K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 88.89% |
$294 - $310
|
1
$40.1
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.42% |
$184 - $194
|
1.18K
$47.1K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 15.74% |
$51.4K - $53.1K
|
7.71K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$266K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-53.8KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 79.71% |
$730K - $799K
|
5.6K
$224K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.4K- 87.1% |
$183K - $192K
|
800
$32K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 3.61% |
$7.59K - $7.98K
|
5.99K
$240K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3- 0.04% |
$102 - $107
|
7.15K
$286K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.38K- 5.36% |
$47.5K - $48.7K
|
24.3K
$973K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 11.57% |
$38.8K - $39.8K
|
8.58K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 2.37% |
$2.42K - $2.48K
|
2.89K
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$863 - $885
|
1.46K
$58.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-755- 2.34% |
$25.5K - $26.8K
|
31.5K
$1.26M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-128K- 94.74% |
$4.11M - $4.45M
|
7.11K
$285K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.6K- 5.3% |
$728K - $789K
|
405K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 24.7% |
$173K - $187K
|
16.4K
$655K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 9.74% |
$41.4K - $44.8K
|
11.9K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-372- 99.73% |
$12K - $13K
|
1
$40.1
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-85- 0.98% |
$2.73K - $2.96K
|
8.55K
$342K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 58.97% |
$333K - $368K
|
7.13K
$285K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.55K- 10.79% |
$115K - $127K
|
29.3K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.33% |
$64.3K - $71.2K
|
35.2K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78K- 20.83% |
$57.9K - $64.1K
|
6.78K
$271K
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 4.26% |
$36.1K - $40K
|
25K
$1M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-800- 11.23% |
$26K - $28.8K
|
6.32K
$253K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-305- 0.47% |
$9.9K - $11K
|
64.7K
$2.59M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.32% |
$4.87K - $5.39K
|
46.8K
$1.87M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 0.56% |
$1.33K - $1.47K
|
7.29K
$292K
|
|