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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$239K - $267K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.21KClosed |
$211K - $235K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.95KClosed |
$201K - $225K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5.54K- 94.03% |
$188K - $209K
|
352
$13.2K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.49K- 99.62% |
$152K - $170K
|
17
$636
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4KClosed |
$136K - $151K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.7K- 65.71% |
$57.6K - $64.2K
|
887
$33.2K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.2K- 11.4% |
$40.7K - $45.4K
|
9.34K
$349K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-543- 7.07% |
$18.4K - $20.5K
|
7.14K
$267K
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-176- 2.21% |
$5.96K - $6.65K
|
7.77K
$291K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-81Closed |
$2.75K - $3.06K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6Closed |
$203 - $227
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-276KClosed |
$10.2M - $11M
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-85.3KClosed |
$3.14M - $3.4M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-46.1KClosed |
$1.7M - $1.84M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.5KClosed |
$1.2M - $1.3M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-20.3KClosed |
$748K - $810K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-19.7KClosed |
$727K - $787K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-15.2K- 62.27% |
$559K - $605K
|
9.2K
$344K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-9.01KClosed |
$332K - $359K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.48KClosed |
$239K - $258K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.95KClosed |
$219K - $237K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.72KClosed |
$100K - $108K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$66.3K - $71.8K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.66KClosed |
$61.1K - $66.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-346Closed |
$12.7K - $13.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-106Closed |
$3.9K - $4.22K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23Closed |
$847 - $916
|
0
$0
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-15Closed |
$552 - $598
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-28.9KClosed |
$1.14M - $1.17M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.3KClosed |
$485K - $498K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$473K - $485K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-9.65KClosed |
$380K - $390K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.62KClosed |
$379K - $389K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.29KClosed |
$366K - $375K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.23KClosed |
$363K - $373K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.64KClosed |
$301K - $309K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.02KClosed |
$237K - $243K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.99KClosed |
$78.5K - $80.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-712Closed |
$28K - $28.8K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-177Closed |
$6.97K - $7.15K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-145Closed |
$5.71K - $5.86K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-43KClosed |
$1.7M - $1.74M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.5KClosed |
$257K - $263K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.44KClosed |
$215K - $219K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.82KClosed |
$190K - $195K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-705Closed |
$27.8K - $28.5K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-245Closed |
$9.68K - $9.89K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9.08KClosed |
$352K - $361K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.58KClosed |
$217K - $222K
|
0
$0
|