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 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.78K+ 4.74% |
$68.1K - $69.9K
|
39.3K
$1.51M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46KNew |
$55.8K - $57.3K
|
1.46K
$55.8K
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 16.42% |
$52.2K - $53.5K
|
9.68K
$370K
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
1.3K+ 76.32% |
$49.8K - $51.1K
|
3.01K
$115K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.25K+ 15.84% |
$47.8K - $49.1K
|
9.15K
$350K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.1K+ 206.77% |
$42.1K - $43.1K
|
1.63K
$62.4K
|
|
Apr 26, 2021
Q1 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
889+ 4.69% |
$34K - $34.9K
|
19.8K
$759K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
851+ 51.89% |
$32.5K - $33.4K
|
2.49K
$95.3K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
593+ 88.24% |
$22.7K - $23.3K
|
1.27K
$48.4K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
555+ 1290.7% |
$21.2K - $21.8K
|
598
$22.9K
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
506+ 6.8% |
$19.3K - $19.8K
|
7.95K
$304K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 3.28% |
$19.1K - $19.6K
|
15.8K
$603K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
468+ 10.76% |
$17.9K - $18.4K
|
4.82K
$184K
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
427+ 3.16% |
$16.3K - $16.7K
|
14K
$534K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
349+ 1.37% |
$13.3K - $13.7K
|
25.9K
$991K
|
|
Apr 27, 2021
Q1 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
229+ 2.2% |
$8.75K - $8.98K
|
10.7K
$407K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
221New |
$8.45K - $8.67K
|
221
$8.45K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
197+ 28.55% |
$7.53K - $7.73K
|
887
$33.9K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
168+ 1.92% |
$6.42K - $6.59K
|
8.91K
$341K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
131+ 71.2% |
$5.01K - $5.14K
|
315
$12K
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
124+ 2.29% |
$4.74K - $4.86K
|
5.54K
$212K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119+ 1.17% |
$4.55K - $4.67K
|
10.3K
$393K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 100.0% |
$4.01K - $4.12K
|
210
$8.03K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48+ 5.75% |
$1.84K - $1.88K
|
883
$33.8K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.28% |
$1.53K - $1.57K
|
14.3K
$548K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.4% |
$879 - $902
|
5.81K
$222K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.53% |
$191 - $196
|
943
$36.1K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.49% |
$76.5 - $78.4
|
407
$15.6K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.22% |
$38.2 - $39.2
|
460
$17.6K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.27% |
$38.2 - $39.2
|
367
$14K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 0.79% |
$421 - $431
|
1.38K
$52.8K
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16- 32.0% |
$612 - $628
|
34
$1.3K
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-19- 7.01% |
$726 - $745
|
252
$9.64K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23Closed |
$879 - $902
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-172- 3.04% |
$6.58K - $6.75K
|
5.48K
$210K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$6.92K - $7.1K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
First Personal Financial Services
|
SELL
|
- |
-335- 3.18% |
$12.8K - $13.1K
|
10.2K
$391K
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-337Closed |
$12.9K - $13.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-343Closed |
$13.1K - $13.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-413- 2.21% |
$15.8K - $16.2K
|
18.3K
$698K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-425- 74.56% |
$16.2K - $16.7K
|
145
$5.55K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-555- 92.81% |
$21.2K - $21.8K
|
43
$1.64K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-575- 0.58% |
$22K - $22.6K
|
98.9K
$3.78M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-610- 8.82% |
$23.3K - $23.9K
|
6.31K
$241K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-714- 6.95% |
$27.3K - $28K
|
9.55K
$365K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-741Closed |
$28.3K - $29.1K
|
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
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-800Closed |
$30.6K - $31.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-836- 8.99% |
$32K - $32.8K
|
8.46K
$324K
|
|
May 10, 2021
Q1 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-924- 14.71% |
$35.3K - $36.2K
|
5.36K
$205K
|