Purchases and Sales Made in Q1 2022 in Ishares Tr Core Conservative A (AOK)
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 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
246+ 0.63% |
$9.06K - $9.8K
|
39.1K
$1.46M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
121+ 57.62% |
$4.46K - $4.82K
|
331
$12.4K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 16.96% |
$4.31K - $4.66K
|
807
$30.2K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
97+ 0.89% |
$3.57K - $3.86K
|
10.9K
$409K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
81New |
$2.98K - $3.23K
|
81
$3.03K
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
81+ 0.64% |
$2.98K - $3.23K
|
12.8K
$479K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
75+ 0.14% |
$2.76K - $2.99K
|
54.6K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
67+ 609.09% |
$2.47K - $2.67K
|
78
$2.92K
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
57+ 0.15% |
$2.1K - $2.27K
|
37.1K
$1.39M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49New |
$1.8K - $1.95K
|
49
$1.83K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
48+ 0.22% |
$1.77K - $1.91K
|
21.8K
$817K
|
|
|
Apr 14, 2022
Q1 2022
|
Divergent Planning, LLC
|
BUY
|
- |
19+ 0.24% |
$700 - $757
|
7.95K
$297K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
16+ 0.19% |
$589 - $637
|
8.55K
$320K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 1.06% |
$552 - $598
|
1.43K
$53.4K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.16% |
$442 - $478
|
7.68K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.06% |
$110 - $120
|
5.42K
$203K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.53% |
$73.6 - $79.7
|
377
$14.1K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1- 0.02% |
$36.8 - $39.8
|
6.21K
$232K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-9- 0.5% |
$331 - $359
|
1.8K
$67.3K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-15Closed |
$552 - $598
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-20- 1.08% |
$736 - $797
|
1.84K
$68.8K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21Closed |
$773 - $837
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23Closed |
$847 - $916
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-50- 6.88% |
$1.84K - $1.99K
|
677
$25.3K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-53- 0.2% |
$1.95K - $2.11K
|
26.3K
$985K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-55- 2.19% |
$2.03K - $2.19K
|
2.46K
$92K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-60- 6.25% |
$2.21K - $2.39K
|
900
$33.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-68- 0.24% |
$2.5K - $2.71K
|
28K
$1.05M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-70- 3.15% |
$2.58K - $2.79K
|
2.15K
$80.4K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-81- 0.31% |
$2.98K - $3.23K
|
25.9K
$967K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-106Closed |
$3.9K - $4.22K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-116- 5.51% |
$4.27K - $4.62K
|
1.99K
$74.4K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-150- 1.62% |
$5.52K - $5.98K
|
9.1K
$341K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-152- 2.21% |
$5.6K - $6.06K
|
6.73K
$252K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165- 1.85% |
$6.08K - $6.57K
|
8.75K
$327K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-175- 1.93% |
$6.44K - $6.97K
|
8.91K
$333K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-188- 14.42% |
$6.92K - $7.49K
|
1.12K
$41.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-196- 1.22% |
$7.22K - $7.81K
|
15.8K
$592K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-197- 0.95% |
$7.25K - $7.85K
|
20.6K
$770K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-217- 1.77% |
$7.99K - $8.65K
|
12K
$450K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-274Closed |
$10.1K - $10.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-284- 1.29% |
$10.5K - $11.3K
|
21.7K
$812K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-339- 5.39% |
$12.5K - $13.5K
|
5.95K
$222K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-346Closed |
$12.7K - $13.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-407- 21.22% |
$15K - $16.2K
|
1.51K
$56.5K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-562- 2.86% |
$20.7K - $22.4K
|
19.1K
$715K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-604- 1.42% |
$22.2K - $24.1K
|
42K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-702- 2.9% |
$25.8K - $28K
|
23.5K
$881K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-725Closed |
$26.7K - $28.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-989- 11.16% |
$36.4K - $39.4K
|
7.87K
$294K
|