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 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
241+ 1.48% |
$8.14K - $8.56K
|
16.5K
$619K
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
228+ 1.79% |
$7.7K - $8.09K
|
13K
$486K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
204+ 0.8% |
$6.89K - $7.24K
|
25.7K
$961K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
161+ 3.82% |
$5.44K - $5.72K
|
4.38K
$164K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$5.07K - $5.33K
|
150
$5.61K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
149+ 1.68% |
$5.03K - $5.29K
|
9.04K
$338K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
146+ 19.86% |
$4.93K - $5.18K
|
881
$33K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 2.32% |
$3.51K - $3.69K
|
4.58K
$171K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
89+ 1.23% |
$3.01K - $3.16K
|
7.33K
$274K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72+ 11.71% |
$2.43K - $2.56K
|
687
$25.7K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
39+ 16.25% |
$1.32K - $1.38K
|
279
$10.4K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34+ 0.31% |
$1.15K - $1.21K
|
11.2K
$418K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26+ 1.29% |
$878 - $923
|
2.05K
$76.6K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$743 - $781
|
4.35K
$163K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14+ 0.23% |
$473 - $497
|
6.2K
$232K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
14+ 42.42% |
$473 - $497
|
47
$1.76K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.85% |
$270 - $284
|
953
$35.7K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.45% |
$236 - $249
|
1.55K
$58K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 0.2% |
$169 - $178
|
2.55K
$95.3K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.96% |
$135 - $142
|
419
$15.7K
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.04% |
$101 - $107
|
7.1K
$266K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.3% |
$33.8 - $35.5
|
331
$12.4K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-10- 8.62% |
$338 - $355
|
106
$3.97K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 5.34% |
$1.18K - $1.24K
|
620
$23.2K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-49- 0.38% |
$1.66K - $1.74K
|
12.8K
$479K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-72- 0.28% |
$2.43K - $2.56K
|
25.8K
$964K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-91- 5.77% |
$3.07K - $3.23K
|
1.49K
$55.6K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 0.3% |
$3.38K - $3.55K
|
33.7K
$1.26M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-110- 72.85% |
$3.72K - $3.91K
|
41
$1.53K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-176- 2.57% |
$5.95K - $6.25K
|
6.66K
$249K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-180- 10.65% |
$6.08K - $6.39K
|
1.51K
$56.5K
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-226- 4.31% |
$7.63K - $8.02K
|
5.02K
$188K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-344- 5.29% |
$11.6K - $12.2K
|
6.16K
$231K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-390- 4.71% |
$13.2K - $13.8K
|
7.88K
$295K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-577- 4.62% |
$19.5K - $20.5K
|
11.9K
$446K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-605- 4.56% |
$20.4K - $21.5K
|
12.7K
$474K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-708- 17.45% |
$23.9K - $25.1K
|
3.35K
$125K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-747- 1.53% |
$25.2K - $26.5K
|
48K
$1.79M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-755- 2.34% |
$25.5K - $26.8K
|
31.5K
$1.18M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-776- 8.53% |
$26.2K - $27.5K
|
8.32K
$311K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-794- 3.82% |
$26.8K - $28.2K
|
20K
$747K
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-808- 6.4% |
$27.3K - $28.7K
|
11.8K
$442K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-822- 7.81% |
$27.8K - $29.2K
|
9.7K
$363K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-942- 24.16% |
$31.8K - $33.4K
|
2.96K
$111K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 2.51% |
$47.3K - $49.7K
|
54.3K
$2.03M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.41K- 7.2% |
$47.6K - $50K
|
18.2K
$679K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 12.92% |
$49.5K - $52K
|
9.88K
$370K
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.76K- 10.85% |
$59.4K - $62.4K
|
14.4K
$540K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 20.89% |
$65.3K - $68.7K
|
7.33K
$274K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.1K- 22.2% |
$70.9K - $74.6K
|
7.36K
$275K
|