Purchases and Sales Made in Q1 2024 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q1 2024. 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, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
75.9K+ 49.64% |
$2.71M - $2.8M
|
229K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.7KNew |
$2.52M - $2.6M
|
70.7K
$2.64M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 611.77% |
$1.66M - $1.72M
|
54.2K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29KNew |
$1.03M - $1.07M
|
29K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
25.2KNew |
$898K - $928K
|
25.2K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.7KNew |
$632K - $653K
|
17.7K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 53.8% |
$502K - $519K
|
40.3K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6K+ 57.15% |
$377K - $390K
|
29.1K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.51KNew |
$339K - $350K
|
9.51K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$539K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.72KNew |
$239K - $248K
|
6.72K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.03KNew |
$215K - $222K
|
6.03K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.34K+ 85.26% |
$190K - $197K
|
11.6K
$434K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.99K+ 29.42% |
$178K - $184K
|
22K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.84K+ 3.05% |
$172K - $178K
|
164K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6K+ 55.33% |
$128K - $133K
|
10.1K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.42K+ 12.15% |
$122K - $126K
|
31.6K
$1.18M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.32K+ 13.85% |
$118K - $122K
|
27.3K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 106.64% |
$114K - $118K
|
6.22K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 16.9% |
$90.8K - $93.9K
|
17.6K
$659K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.95KNew |
$69.3K - $71.7K
|
1.95K
$72.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.9K+ 4.0% |
$67.8K - $70.1K
|
49.4K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.64KNew |
$58.4K - $60.4K
|
1.64K
$61.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 5.01% |
$56.3K - $58.1K
|
33.1K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.56K+ 20.71% |
$55.4K - $57.3K
|
9.07K
$339K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43KNew |
$50.8K - $52.5K
|
1.43K
$53.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$42.6K - $44K
|
1.19K
$44.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11K+ 12.85% |
$39.6K - $40.9K
|
9.75K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.74% |
$38K - $39.3K
|
146K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
856New |
$30.5K - $31.5K
|
856
$32K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
846New |
$30.2K - $31.2K
|
846
$31.6K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
702New |
$25K - $25.9K
|
702
$26.3K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
693+ 6.48% |
$24.7K - $25.5K
|
11.4K
$426K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
667+ 6.8% |
$23.8K - $24.6K
|
10.5K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
661+ 0.15% |
$23.6K - $24.4K
|
449K
$16.8M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
553New |
$19.7K - $20.4K
|
553
$20.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
322+ 0.37% |
$11.5K - $11.9K
|
87.1K
$3.26M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312New |
$11.1K - $11.5K
|
312
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
280+ 7.34% |
$9.98K - $10.3K
|
4.1K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206+ 22.17% |
$7.34K - $7.59K
|
1.14K
$42.5K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
181+ 1.37% |
$6.45K - $6.67K
|
13.4K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 1.03% |
$6.13K - $6.34K
|
16.9K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
172+ 5.55% |
$6.13K - $6.34K
|
3.27K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
137+ 40.77% |
$4.88K - $5.05K
|
473
$17.7K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
120+ 0.74% |
$4.28K - $4.42K
|
16.3K
$611K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
101+ 1.3% |
$3.6K - $3.72K
|
7.86K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
78+ 1.32% |
$2.78K - $2.87K
|
6K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71+ 116.39% |
$2.53K - $2.62K
|
132
$4.94K
|