Purchases and Sales Made in Q1 2021 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TR CORE CONSERVATIVE A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
138K+ 423.56% |
$5.29M - $5.43M
|
171K
$6.5M
|
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
129K+ 79.21% |
$4.94M - $5.06M
|
292K
$11.1M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
116K+ 90.64% |
$4.44M - $4.56M
|
244K
$9.28M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.9K+ 101.94% |
$2.71M - $2.78M
|
141K
$5.34M
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
68.2K+ 32.65% |
$2.61M - $2.67M
|
277K
$10.5M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
65.3KNew |
$2.5M - $2.56M
|
65.3K
$2.48M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.4K+ 9.98% |
$2.42M - $2.49M
|
698K
$26.5M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.6K+ 3326.3% |
$1.86M - $1.9M
|
50K
$1.9M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.1KNew |
$1.84M - $1.89M
|
48.1K
$1.83M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.3KNew |
$1.65M - $1.7M
|
43.3K
$1.64M
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
31.1KNew |
$1.19M - $1.22M
|
31.1K
$1.18M
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
27.9KNew |
$1.07M - $1.09M
|
27.9K
$1.06M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 15.33% |
$1.05M - $1.07M
|
206K
$7.82M
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
25.4K+ 329.87% |
$971K - $996K
|
33.1K
$1.26M
|
|
Apr 26, 2021
Q1 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
14.1KNew |
$538K - $552K
|
14.1K
$534K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.8K+ 21.34% |
$526K - $540K
|
78.3K
$2.97M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 155.87% |
$514K - $528K
|
22.1K
$839K
|
|
May 04, 2021
Q1 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.7K+ 8.26% |
$486K - $498K
|
167K
$6.33M
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$397K - $407K
|
10.4K
$395K
|
|
May 10, 2021
Q1 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
10K+ 24.01% |
$384K - $394K
|
51.9K
$1.97M
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.08KNew |
$347K - $356K
|
9.08K
$345K
|
|
May 10, 2021
Q1 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.85K+ 11.12% |
$338K - $347K
|
88.4K
$3.36M
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.88K+ 51.41% |
$301K - $309K
|
23.2K
$881K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.37K+ 6.51% |
$282K - $289K
|
121K
$4.58M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
7.17K+ 65.34% |
$274K - $281K
|
18.1K
$689K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
6.97KNew |
$267K - $273K
|
6.97K
$265K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.86K+ 127.0% |
$262K - $269K
|
12.3K
$466K
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$247K - $254K
|
6.47K
$246K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
6.45KNew |
$246K - $253K
|
6.45K
$245K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.44KNew |
$246K - $253K
|
6.44K
$245K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 4.68% |
$243K - $250K
|
142K
$5.4M
|
|
Apr 23, 2021
Q1 2021
|
Divergent Planning, LLC
|
BUY
|
- |
6.32KNew |
$241K - $248K
|
6.32K
$240K
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.23KNew |
$238K - $244K
|
6.23K
$237K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.01K+ 5.79% |
$230K - $236K
|
110K
$4.17M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.91K+ 8.64% |
$226K - $232K
|
74.3K
$2.82M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$213K - $219K
|
5.58K
$212K
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.43KNew |
$207K - $213K
|
5.43K
$206K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.76K+ 17.8% |
$182K - $187K
|
31.5K
$1.2M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.91K+ 10.37% |
$111K - $114K
|
31K
$1.18M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.9KNew |
$111K - $114K
|
2.9K
$110K
|
|
May 24, 2021
Q1 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.76K+ 15.39% |
$106K - $108K
|
20.7K
$786K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 45.79% |
$102K - $105K
|
8.5K
$323K
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 6.82% |
$102K - $105K
|
41.8K
$1.59M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.6K+ 0.96% |
$99.5K - $102K
|
274K
$10.4M
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57K+ 38.9% |
$98.3K - $101K
|
9.18K
$349K
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.46K+ 7.75% |
$94K - $96.4K
|
34.2K
$1.3M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.3K+ 228.47% |
$88K - $90.3K
|
3.31K
$126K
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
BUY
|
- |
2.06K+ 2.92% |
$78.9K - $80.9K
|
72.7K
$2.76M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.89KNew |
$72.3K - $74.1K
|
1.89K
$71.8K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.79K+ 2.29% |
$68.3K - $70K
|
79.9K
$3.03M
|