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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 28.7% |
$71.6K - $75.3K
|
5.27K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.5K- 28.41% |
$84.5K - $88.8K
|
6.3K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.53K- 18.52% |
$85.5K - $89.8K
|
11.1K
$416K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.65K- 30.28% |
$89.4K - $94K
|
6.1K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.69K- 8.88% |
$90.7K - $95.3K
|
27.6K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.75K- 6.21% |
$92.7K - $97.4K
|
41.5K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.16K- 20.27% |
$107K - $112K
|
12.4K
$465K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.18K- 15.95% |
$107K - $113K
|
16.7K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5K- 20.8% |
$169K - $178K
|
19K
$712K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.43K- 77.16% |
$183K - $193K
|
1.61K
$60.2K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.67K- 86.82% |
$192K - $201K
|
861
$32.2K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-5.98K- 3.87% |
$202K - $212K
|
149K
$5.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-7.5K- 4.1% |
$253K - $266K
|
175K
$6.55M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.76K- 2.48% |
$296K - $311K
|
344K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.95K- 11.44% |
$302K - $318K
|
69.3K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.11K- 6.51% |
$308K - $324K
|
131K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 30.05% |
$458K - $482K
|
31.6K
$1.18M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.9K- 43.14% |
$572K - $601K
|
22.3K
$835K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23.2K- 9.95% |
$785K - $825K
|
210K
$7.87M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.8K- 14.73% |
$904K - $950K
|
155K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.2K- 52.29% |
$1.02M - $1.07M
|
27.5K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.2K- 48.75% |
$1.12M - $1.18M
|
34.9K
$1.31M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.1K- 58.31% |
$1.56M - $1.64M
|
33K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.2K- 10.26% |
$2.54M - $2.67M
|
658K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.1K- 29.59% |
$3.08M - $3.23M
|
217K
$8.11M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-109K- 93.24% |
$3.68M - $3.87M
|
7.91K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-198K- 80.68% |
$6.68M - $7.02M
|
47.4K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-282K- 83.88% |
$9.51M - $10M
|
54.1K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-292K- 94.25% |
$9.88M - $10.4M
|
17.9K
$668K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-317K- 52.62% |
$10.7M - $11.3M
|
286K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-538K- 83.07% |
$18.2M - $19.1M
|
110K
$4.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-614K- 97.93% |
$20.7M - $21.8M
|
13K
$486K
|