Latest Institutional Sells of Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

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
Nov 14, 2022 Q3 2022
Yarger Wealth Strategies, LLC

Westerville, OH
SELL
 -
-1.98K
- 5.33%
$64.3K - $71.2K
35.2K $1.37M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.78K
- 20.83%
$57.9K - $64.1K
6.78K $265K
Nov 09, 2022 Q3 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-1.11K
- 4.26%
$36.1K - $40K
25K $976K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

SELL
 -
-800
- 11.23%
$26K - $28.8K
6.32K $247K
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
SELL
 -
-305
- 0.47%
$9.9K - $11K
64.7K $2.53M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

SELL
 -
-150
- 0.32%
$4.87K - $5.39K
46.8K $1.83M
Oct 14, 2022 Q3 2022
Madrona Financial Services, LLC

SELL
 -
-41
- 0.56%
$1.33K - $1.47K
7.29K $285K
Q2 2022
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-54.3K
Closed
$1.84M - $2.05M
0 $0
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-23.5K
Closed
$798K - $889K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-21K
Closed
$711K - $793K
0 $0
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-9.55K
Closed
$324K - $361K
0 $0
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-7.07K
Closed
$239K - $267K
0 $0
Jul 25, 2022 Q2 2022
Beacon Financial Advisory LLC

SELL
 -
-6.21K
Closed
$211K - $235K
0 $0
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-5.95K
Closed
$201K - $225K
0 $0
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-5.54K
- 94.03%
$188K - $209K
352 $13.7K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.49K
- 99.62%
$152K - $170K
17 $664
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-4K
Closed
$136K - $151K
0 $0
Jul 13, 2022 Q2 2022
Tsfg, LLC

SELL
 -
-1.7K
- 65.71%
$57.6K - $64.2K
887 $34.6K
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-1.2K
- 11.4%
$40.7K - $45.4K
9.34K $365K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-543
- 7.07%
$18.4K - $20.5K
7.14K $279K
Jul 11, 2022 Q2 2022
Divergent Planning, LLC

SELL
 -
-176
- 2.21%
$5.96K - $6.65K
7.77K $304K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-81
Closed
$2.75K - $3.06K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-6
Closed
$203 - $227
0 $0
Q1 2022
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-276K
Closed
$10.2M - $11M
0 $0
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-85.3K
Closed
$3.14M - $3.4M
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-32.5K
Closed
$1.2M - $1.3M
0 $0
May 09, 2022 Q1 2022
Fsc Wealth Advisors, LLC

SELL
 -
-20.3K
Closed
$748K - $810K
0 $0
May 11, 2022 Q1 2022
Efficient Advisors, LLC

SELL
 -
-19.7K
Closed
$727K - $787K
0 $0
May 09, 2022 Q1 2022
Cooper/Haims Advisors, LLC

SELL
 -
-15.2K
- 62.27%
$559K - $605K
9.2K $359K
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-9.01K
Closed
$332K - $359K
0 $0
Apr 29, 2022 Q1 2022
Northwest Wealth Management, LLC

SELL
 -
-6.48K
Closed
$239K - $258K
0 $0
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.95K
Closed
$219K - $237K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.72K
Closed
$100K - $108K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-1.8K
Closed
$66.3K - $71.8K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-1.66K
Closed
$61.1K - $66.1K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-346
Closed
$12.7K - $13.8K
0 $0
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

SELL
 -
-106
Closed
$3.9K - $4.22K
0 $0
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-23
Closed
$847 - $916
0 $0
May 10, 2022 Q1 2022
New Square Capital LLC

SELL
 -
-15
Closed
$552 - $598
0 $0
Q4 2021
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-28.9K
Closed
$1.14M - $1.17M
0 $0
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-12.3K
Closed
$485K - $498K
0 $0
Feb 14, 2022 Q4 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-12K
Closed
$473K - $485K
0 $0
Jan 31, 2022 Q4 2021
Sfmg, LLC

SELL
 -
-9.65K
Closed
$380K - $390K
0 $0
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-9.62K
Closed
$379K - $389K
0 $0
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-9.29K
Closed
$366K - $375K
0 $0
Jan 21, 2022 Q4 2021
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-9.23K
Closed
$363K - $373K
0 $0
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-7.64K
Closed
$301K - $309K
0 $0
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-6.02K
Closed
$237K - $243K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.99K
Closed
$78.5K - $80.6K
0 $0

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