Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
366K
New
$12.4M - $13M
366K $13.8M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
327K
New
$11M - $11.6M
327K $12.3M
May 15, 2023 Q1 2023
Mangrove Partners

New York, NY
BUY
 -
270K
New
$9.13M - $9.59M
270K $10.2M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
92.2K
+ 866.78%
$3.11M - $3.27M
103K $3.88M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
83.9K
+ 51.57%
$2.84M - $2.98M
247K $9.3M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
53.8K
New
$1.82M - $1.91M
53.8K $2.03M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
36.8K
New
$1.24M - $1.3M
36.8K $1.39M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
26.8K
+ 2063.23%
$906K - $952K
28.1K $1.06M
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
26.2K
+ 7.36%
$886K - $931K
383K $14.4M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
22.3K
+ 20.28%
$755K - $793K
132K $4.99M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
20.1K
+ 94.03%
$678K - $713K
41.4K $1.56M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
20.1K
+ 94.03%
$678K - $713K
41.4K $1.56M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
15.4K
+ 168.98%
$521K - $547K
24.5K $924K
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
14.5K
New
$491K - $516K
14.5K $548K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.2K
New
$480K - $504K
14.2K $535K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
13.5K
+ 62.41%
$456K - $479K
35.1K $1.32M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
13.3K
New
$449K - $472K
13.3K $501K
Apr 13, 2023 Q1 2023
Consilium Wealth Advisory, LLC

BUY
 -
12K
New
$405K - $426K
12K $452K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
8.83K
New
$298K - $313K
8.83K $333K
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
8.28K
New
$280K - $294K
8.28K $312K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
8.19K
+ 16.6%
$277K - $291K
57.5K $2.17M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
6.95K
New
$235K - $247K
6.95K $262K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.89K
+ 14.51%
$233K - $244K
54.3K $2.05M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
6.44K
+ 91.2%
$217K - $228K
13.5K $509K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
5.86K
New
$198K - $208K
5.86K $221K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
5.82K
New
$197K - $207K
5.82K $219K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.66K
+ 40.68%
$191K - $201K
19.6K $738K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.52K
+ 19.8%
$187K - $196K
33.4K $1.26M
May 02, 2023 Q1 2023
Archvest Wealth Advisors, Inc.

BUY
 -
5.41K
+ 5.34%
$183K - $192K
107K $4.03M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
4.67K
+ 5.25%
$158K - $166K
93.7K $3.53M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
4.39K
+ 37.05%
$148K - $156K
16.3K $613K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
3.16K
+ 15.51%
$107K - $112K
23.6K $888K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
2.97K
+ 21.48%
$100K - $106K
16.8K $634K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.12K
+ 127.3%
$71.5K - $75.2K
3.78K $142K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
1.9K
New
$64.2K - $67.5K
1.9K $71.6K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.43K
+ 15.59%
$48.3K - $50.8K
10.6K $400K
May 08, 2023 Q1 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
1.42K
+ 1.03%
$48K - $50.4K
139K $5.26M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.4K
+ 2.58%
$47.3K - $49.7K
55.7K $2.1M
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
1.29K
+ 10.76%
$43.5K - $45.7K
13.3K $500K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.1K
+ 7.64%
$37.2K - $39.1K
15.5K $585K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
857
+ 0.43%
$28.9K - $30.4K
199K $7.5M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
601
New
$20.3K - $21.3K
601 $22.7K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
601
New
$20.3K - $21.3K
601 $22.7K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
590
New
$19.9K - $20.9K
590 $22.2K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
571
+ 2.02%
$19.3K - $20.3K
28.9K $1.09M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
400
New
$13.5K - $14.2K
400 $15.1K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
369
+ 1.07%
$12.5K - $13.1K
34.9K $1.31M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
322
+ 15.43%
$10.9K - $11.4K
2.41K $90.8K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
290
New
$9.8K - $10.3K
290 $10.9K

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