Purchases and Sales Made in Q1 2023 in Ishares Tr Core Conservative A (AOK)
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
|
- |
366KNew |
$12.4M - $13M
|
366K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
327KNew |
$11M - $11.6M
|
327K
$12.4M
|
|
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
270KNew |
$9.13M - $9.59M
|
270K
$10.3M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
92.2K+ 866.78% |
$3.11M - $3.27M
|
103K
$3.91M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
83.9K+ 51.57% |
$2.84M - $2.98M
|
247K
$9.39M
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
53.8KNew |
$1.82M - $1.91M
|
53.8K
$2.05M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36.8KNew |
$1.24M - $1.3M
|
36.8K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.8K+ 2063.23% |
$906K - $952K
|
28.1K
$1.07M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26.2K+ 7.36% |
$886K - $931K
|
383K
$14.6M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 20.28% |
$755K - $793K
|
132K
$5.04M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
22.1KNew |
$747K - $785K
|
22.1K
$842K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.1K+ 94.03% |
$678K - $713K
|
41.4K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.1K+ 94.03% |
$678K - $713K
|
41.4K
$1.58M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
15.4K+ 168.98% |
$521K - $547K
|
24.5K
$934K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
14.5KNew |
$491K - $516K
|
14.5K
$554K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.2KNew |
$480K - $504K
|
14.2K
$540K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 62.41% |
$456K - $479K
|
35.1K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.3KNew |
$449K - $472K
|
13.3K
$506K
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12KNew |
$405K - $426K
|
12K
$457K
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.83KNew |
$298K - $313K
|
8.83K
$336K
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.28KNew |
$280K - $294K
|
8.28K
$315K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.19K+ 16.6% |
$277K - $291K
|
57.5K
$2.19M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95KNew |
$235K - $247K
|
6.95K
$264K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.89K+ 14.51% |
$233K - $244K
|
54.3K
$2.07M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.44K+ 91.2% |
$217K - $228K
|
13.5K
$514K
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.86KNew |
$198K - $208K
|
5.86K
$223K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$197K - $207K
|
5.82K
$222K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.66K+ 40.68% |
$191K - $201K
|
19.6K
$745K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.52K+ 19.8% |
$187K - $196K
|
33.4K
$1.27M
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.41K+ 5.34% |
$183K - $192K
|
107K
$4.06M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.67K+ 5.25% |
$158K - $166K
|
93.7K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.39K+ 37.05% |
$148K - $156K
|
16.3K
$619K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.16K+ 15.51% |
$107K - $112K
|
23.6K
$896K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.97K+ 21.48% |
$100K - $106K
|
16.8K
$640K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 127.3% |
$71.5K - $75.2K
|
3.78K
$144K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.9KNew |
$64.2K - $67.5K
|
1.9K
$72.3K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43K+ 15.59% |
$48.3K - $50.8K
|
10.6K
$403K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.42K+ 1.03% |
$48K - $50.4K
|
139K
$5.31M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.4K+ 2.58% |
$47.3K - $49.7K
|
55.7K
$2.12M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
1.29K+ 10.76% |
$43.5K - $45.7K
|
13.3K
$505K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.1K+ 7.64% |
$37.2K - $39.1K
|
15.5K
$590K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
857+ 0.43% |
$28.9K - $30.4K
|
199K
$7.57M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601New |
$20.3K - $21.3K
|
601
$22.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601New |
$20.3K - $21.3K
|
601
$22.9K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
590New |
$19.9K - $20.9K
|
590
$22.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
571+ 2.02% |
$19.3K - $20.3K
|
28.9K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$13.5K - $14.2K
|
400
$15.2K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
369+ 1.07% |
$12.5K - $13.1K
|
34.9K
$1.33M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
322+ 15.43% |
$10.9K - $11.4K
|
2.41K
$91.7K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
290New |
$9.8K - $10.3K
|
290
$11K
|