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 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.5KClosed |
$1.2M - $1.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.4K- 62.22% |
$1.63M - $1.77M
|
27K
$1.01M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-45K- 84.32% |
$1.66M - $1.79M
|
8.38K
$313K
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-46.1KClosed |
$1.7M - $1.84M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65.9K- 50.25% |
$2.43M - $2.63M
|
65.2K
$2.44M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.6K- 15.02% |
$2.49M - $2.69M
|
382K
$14.3M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-73.4K- 80.38% |
$2.7M - $2.93M
|
17.9K
$671K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-77.6K- 45.26% |
$2.86M - $3.09M
|
93.9K
$3.51M
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-85.3KClosed |
$3.14M - $3.4M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-100K- 24.53% |
$3.68M - $3.98M
|
308K
$11.5M
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-108K- 76.85% |
$3.99M - $4.32M
|
32.6K
$1.22M
|
|
|
May 02, 2022
Q1 2022
|
Forward Management, LLC
|
SELL
|
- |
-130K- 30.75% |
$4.78M - $5.17M
|
292K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-135K- 81.61% |
$4.98M - $5.39M
|
30.5K
$1.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-142K- 86.2% |
$5.23M - $5.66M
|
22.7K
$850K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-143K- 73.75% |
$5.25M - $5.69M
|
50.8K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-186K- 79.37% |
$6.84M - $7.4M
|
48.3K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190K- 97.22% |
$7M - $7.57M
|
5.43K
$203K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-276KClosed |
$10.2M - $11M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-323K- 73.51% |
$11.9M - $12.9M
|
116K
$4.36M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.74M- 97.53% |
$101M - $109M
|
69.4K
$2.6M
|