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 |
---|---|---|---|---|---|---|---|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-944- 40.34% |
$36.1K - $37K
|
1.4K
$51.9K
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-996- 27.06% |
$38.1K - $39.1K
|
2.69K
$99.9K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.03K- 9.72% |
$39.5K - $40.5K
|
9.6K
$357K
|
|
May 13, 2021
Q1 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.07K- 0.75% |
$40.9K - $42K
|
142K
$5.27M
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.23K- 14.35% |
$46.9K - $48.1K
|
7.32K
$272K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.5K- 1.42% |
$57.2K - $58.7K
|
104K
$3.87M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.51K- 22.27% |
$57.7K - $59.1K
|
5.26K
$196K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.58K- 89.92% |
$60.4K - $61.9K
|
177
$6.58K
|
|
May 10, 2021
Q1 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 16.37% |
$104K - $107K
|
13.9K
$516K
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.12K- 8.3% |
$119K - $122K
|
34.5K
$1.28M
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-3.46K- 50.1% |
$132K - $136K
|
3.44K
$128K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.04K- 23.85% |
$193K - $198K
|
16.1K
$599K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.61K- 4.07% |
$215K - $220K
|
132K
$4.92M
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.08KClosed |
$232K - $238K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.32K- 23.57% |
$241K - $248K
|
20.5K
$762K
|
|
Apr 19, 2021
Q1 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.67KClosed |
$255K - $261K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-6.78KClosed |
$259K - $266K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.85K- 7.96% |
$262K - $268K
|
79.1K
$2.94M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.97K- 36.35% |
$267K - $273K
|
12.2K
$454K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.09KClosed |
$271K - $278K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-7.37K- 2.04% |
$282K - $289K
|
354K
$13.2M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.01K- 38.47% |
$344K - $353K
|
14.4K
$536K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.94K- 81.45% |
$380K - $390K
|
2.26K
$84.2K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$390K - $400K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.9K- 31.09% |
$415K - $426K
|
24.1K
$894K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14KClosed |
$534K - $548K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.6K- 26.35% |
$556K - $571K
|
40.7K
$1.51M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18KClosed |
$687K - $705K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$959K - $984K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-27K- 92.87% |
$1.03M - $1.06M
|
2.07K
$77K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-27.2K- 59.9% |
$1.04M - $1.07M
|
18.2K
$677K
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-34.3K- 26.97% |
$1.31M - $1.34M
|
92.8K
$3.45M
|
|
May 17, 2021
Q1 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-34.7KClosed |
$1.33M - $1.36M
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-42.4K- 12.32% |
$1.62M - $1.66M
|
302K
$11.2M
|
|
May 10, 2021
Q1 2021
|
Forward Management, LLC
|
SELL
|
- |
-62.1KClosed |
$2.37M - $2.44M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-85.5KClosed |
$3.27M - $3.35M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-88.7KClosed |
$3.39M - $3.48M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-146K- 76.59% |
$5.58M - $5.73M
|
44.6K
$1.66M
|