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 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.03K- 3.1% |
$37.9K - $41K
|
32.2K
$1.21M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 17.36% |
$39.6K - $42.8K
|
5.12K
$191K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.16K- 3.53% |
$42.7K - $46.2K
|
31.7K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.22K- 7.6% |
$44.8K - $48.5K
|
14.8K
$554K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43K- 78.95% |
$52.8K - $57.1K
|
382
$14.3K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6KClosed |
$58.9K - $63.7K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.66KClosed |
$61.1K - $66.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.74K- 11.92% |
$64.1K - $69.3K
|
12.9K
$481K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$66.3K - $71.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.86K- 18.46% |
$68.5K - $74.1K
|
8.22K
$307K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.95K- 14.04% |
$71.9K - $77.8K
|
12K
$447K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.38K- 22.33% |
$87.7K - $94.9K
|
8.28K
$310K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.38K- 28.79% |
$87.8K - $95K
|
5.9K
$221K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 17.2% |
$88.2K - $95.5K
|
11.5K
$432K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.72KClosed |
$100K - $108K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.82K- 16.95% |
$104K - $112K
|
13.8K
$516K
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.92K- 3.47% |
$107K - $116K
|
81.1K
$3.03M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.44K- 13.25% |
$127K - $137K
|
22.5K
$842K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.57KClosed |
$131K - $142K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-3.99K- 7.78% |
$147K - $159K
|
47.2K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-5.06K- 2.36% |
$186K - $202K
|
209K
$7.83M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.52K- 25.29% |
$203K - $220K
|
16.3K
$610K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.95KClosed |
$219K - $237K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.21K- 40.51% |
$229K - $247K
|
9.12K
$341K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.48KClosed |
$239K - $258K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.75KClosed |
$249K - $269K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.94K- 1.56% |
$255K - $276K
|
436K
$16.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.42K- 9.01% |
$310K - $335K
|
85K
$3.18M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.71K- 4.13% |
$321K - $347K
|
202K
$7.56M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-9.01KClosed |
$332K - $359K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.88K- 2.52% |
$364K - $394K
|
382K
$14.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-10KClosed |
$368K - $399K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.2K- 65.42% |
$484K - $524K
|
6.95K
$260K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.8KClosed |
$508K - $549K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-15.1K- 24.84% |
$556K - $601K
|
45.6K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-15.2K- 62.27% |
$559K - $605K
|
9.2K
$344K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.4KClosed |
$604K - $654K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7KClosed |
$616K - $667K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-16.9KClosed |
$622K - $673K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.9K- 15.58% |
$658K - $712K
|
96.9K
$3.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-19.1K- 67.01% |
$702K - $760K
|
9.39K
$351K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-19.1K- 53.08% |
$705K - $762K
|
16.9K
$633K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-19.1KClosed |
$705K - $763K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-19.7KClosed |
$727K - $787K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-20.3KClosed |
$748K - $810K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.4K- 20.42% |
$824K - $892K
|
87.3K
$3.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-25.9K- 73.41% |
$955K - $1.03M
|
9.4K
$352K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26K- 6.2% |
$958K - $1.04M
|
394K
$14.7M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27.4K- 35.23% |
$1.01M - $1.09M
|
50.4K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30K- 11.54% |
$1.1M - $1.19M
|
230K
$8.59M
|