Institutional Ownership Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
518,500
shares
|
$20.1 Million
2.49% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
420,735
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$15.7 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
225,055
shares
|
$8.71 Million
0.05% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
174,366
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.31%
|
|
|
Curran Financial Partners, LLC
|
Jul 22, 2024 Q2 2024 |
167,918
shares
|
$6.5 Million
2.52% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
151,485
shares
|
$5.86 Million
2.12% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
142,861
shares
|
$5.53 Million
2.07% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
103,343
shares
|
$4 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.19%
|
|
|
Archvest Wealth Advisors, Inc.
|
Aug 12, 2024 Q2 2024 |
103,013
shares
|
$3.99 Million
2.52% of portfolio
|
Q2 2024
Added 18.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
96,937
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
91,532
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2024
Added 127.34%
|
|
|
Congress Asset Management CO
|
Aug 02, 2024 Q2 2024 |
82,769
shares
|
$3.2 Million
0.02% of portfolio
|
Q2 2024
Added 50.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
80,447
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.13%
|
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
78,897
shares
|
$3.05 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
70,801
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
68,537
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
67,691
shares
|
$2.62 Million
1.15% of portfolio
|
Q2 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.5 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
61,384
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
Added 62.38%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
57,067
shares
|
$2.21 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
50,190
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Added 283.39%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
47,874
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
47,705
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.03%
|