Purchases and Sales Made in Q1 2022 in Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q1 2022. 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 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
2.7M
+ 2548.92%
$99.4M - $108M
2.8M $105M
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

BUY
 -
2.43M
+ 258.22%
$89.5M - $96.9M
3.37M $126M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
133K
+ 71.02%
$4.88M - $5.28M
319K $11.9M
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
80.7K
New
$2.97M - $3.22M
80.7K $3.02M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
64.5K
New
$2.37M - $2.57M
64.5K $2.41M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
58.5K
+ 28.17%
$2.15M - $2.33M
266K $9.95M
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
54.3K
New
$2M - $2.16M
54.3K $2.03M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
38K
New
$1.4M - $1.51M
38K $1.42M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
34.1K
New
$1.25M - $1.36M
34.1K $1.27M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
32.8K
New
$1.21M - $1.31M
32.8K $1.23M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
26.4K
New
$973K - $1.05M
26.4K $989K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
25.2K
New
$929K - $1M
25.2K $944K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
21K
New
$772K - $836K
21K $785K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
19.2K
New
$708K - $766K
19.2K $719K
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
16.9K
New
$623K - $674K
16.9K $633K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
15.9K
+ 46.19%
$584K - $632K
50.2K $1.88M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.3K
+ 52.65%
$565K - $611K
44.5K $1.66M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
11.5K
+ 53.74%
$423K - $458K
32.9K $1.23M
May 13, 2022 Q1 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
8.58K
+ 48.97%
$316K - $342K
26.1K $976K
Apr 12, 2022 Q1 2022
Legacy Financial Group LLC

BUY
 -
7.73K
+ 63.99%
$285K - $308K
19.8K $742K
May 09, 2022 Q1 2022
True Private Wealth Advisors

BUY
 -
7.7K
New
$283K - $307K
7.7K $288K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
7.53K
New
$277K - $300K
7.53K $282K
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.44K
New
$274K - $296K
7.44K $278K
Apr 18, 2022 Q1 2022
Consilium Wealth Advisory, LLC

BUY
 -
6.85K
New
$252K - $273K
6.85K $256K
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.6K
New
$243K - $263K
6.6K $247K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
6.31K
+ 82.54%
$232K - $251K
13.9K $522K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.49K
New
$165K - $179K
4.49K $168K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.96K
+ 0.47%
$146K - $158K
843K $31.5M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
3.82K
+ 23.75%
$140K - $152K
19.9K $744K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.91K
+ 65.98%
$70.4K - $76.2K
4.81K $180K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
1.74K
+ 5.19%
$64.2K - $69.4K
35.3K $1.32M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.57K
+ 11.21%
$57.9K - $62.6K
15.6K $583K
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
1.52K
+ 16.88%
$56K - $60.6K
10.5K $394K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
1.51K
New
$55.7K - $60.3K
1.51K $56.6K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.5K
New
$55K - $59.6K
1.5K $55.9K
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.24K
+ 14.86%
$45.5K - $49.2K
9.55K $357K
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

BUY
 -
1.13K
+ 0.66%
$41.4K - $44.8K
173K $6.46M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.06K
+ 8.23%
$39K - $42.2K
13.9K $520K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
914
+ 3.27%
$33.7K - $36.4K
28.9K $1.08M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
821
+ 32.96%
$30.2K - $32.7K
3.31K $124K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
777
+ 5.78%
$28.6K - $31K
14.2K $532K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
600
+ 9.95%
$22.1K - $23.9K
6.63K $248K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
597
+ 1.75%
$22K - $23.8K
34.8K $1.3M
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
564
New
$20.8K - $22.5K
564 $21.1K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
534
+ 3.77%
$19.7K - $21.3K
14.7K $550K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
486
+ 1130.23%
$17.9K - $19.4K
529 $19.8K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
475
+ 6.67%
$17.5K - $18.9K
7.6K $284K
Apr 19, 2022 Q1 2022
Bay Harbor Wealth Management, LLC

BUY
 -
349
+ 4.2%
$12.9K - $13.9K
8.67K $324K
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
299
+ 2.07%
$11K - $11.9K
14.7K $551K

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