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 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.9KClosed |
$113K - $115K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-750Closed |
$29.1K - $29.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-221Closed |
$8.58K - $8.8K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-34.7KClosed |
$1.33M - $1.36M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$959K - $984K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18KClosed |
$687K - $705K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$390K - $400K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.08KClosed |
$232K - $238K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-800Closed |
$30.6K - $31.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770Closed |
$29.4K - $30.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-343Closed |
$13.1K - $13.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-337Closed |
$12.9K - $13.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$6.92K - $7.1K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23Closed |
$879 - $902
|
0
$0
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-61.8KClosed |
$2.27M - $2.4M
|
0
$0
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.64KClosed |
$207K - $219K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-357Closed |
$13.1K - $13.8K
|
0
$0
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161Closed |
$5.92K - $6.24K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-85Closed |
$3.13K - $3.29K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-15.2KClosed |
$552K - $577K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.35KClosed |
$267K - $279K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.56KClosed |
$166K - $173K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.4KClosed |
$46.6K - $51.2K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.04KClosed |
$34.7K - $38.2K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-220- 12.82% |
$7.35K - $8.08K
|
1.5K
$56K
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-213Closed |
$7.11K - $7.82K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-236KClosed |
$7.43M - $8.71M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-56.1KClosed |
$1.77M - $2.07M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.71KClosed |
$274K - $322K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-7.94KClosed |
$250K - $293K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.72KClosed |
$243K - $285K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.44KClosed |
$109K - $127K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-528Closed |
$16.6K - $19.5K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-75Closed |
$2.36K - $2.77K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14Closed |
$441 - $517
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.16KClosed |
$40.8K - $42K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.41KClosed |
$84.6K - $86.2K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 30, 2019
Q2 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10Closed |
$343 - $354
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20.7KClosed |
$676K - $715K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-19.9KClosed |
$649K - $686K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.97KClosed |
$293K - $310K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-1.63KClosed |
$53.2K - $56.3K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140Closed |
$4.57K - $4.83K
|
0
$0
|
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-148KClosed |
$4.8M - $5.07M
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.6KClosed |
$51.8K - $54.7K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31KClosed |
$42.5K - $44.9K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-425Closed |
$13.8K - $14.5K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.09KClosed |
$70.4K - $71.7K
|
0
$0
|