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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 0.77% |
$2.5K - $2.58K
|
9.17K
$343K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
70+ 3.49% |
$2.5K - $2.58K
|
2.08K
$77.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$2.14K - $2.21K
|
60
$2.24K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 1.0% |
$1.93K - $1.99K
|
5.47K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 5200.0% |
$1.85K - $1.92K
|
53
$1.98K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
52+ 0.46% |
$1.85K - $1.92K
|
11.4K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
43+ 33.08% |
$1.53K - $1.58K
|
173
$6.47K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
38+ 1.16% |
$1.35K - $1.4K
|
3.32K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$998 - $1.03K
|
28
$1.05K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.09% |
$250 - $258
|
650
$24.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.17% |
$178 - $184
|
432
$16.2K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.07% |
$178 - $184
|
7.69K
$288K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 8.33% |
$178 - $184
|
55
$2.06K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 0.98% |
$1.35K - $1.4K
|
3.83K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.18% |
$1.6K - $1.66K
|
2.02K
$75.5K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60- 0.85% |
$2.14K - $2.21K
|
6.96K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 4.33% |
$2.92K - $3.02K
|
1.81K
$67.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-96- 1.36% |
$3.42K - $3.54K
|
6.97K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-142- 5.15% |
$5.06K - $5.23K
|
2.62K
$97.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-208- 1.09% |
$7.42K - $7.66K
|
18.8K
$703K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-275- 42.77% |
$9.8K - $10.1K
|
368
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 1.27% |
$14.6K - $15.1K
|
31.8K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-424- 2.6% |
$15.1K - $15.6K
|
15.9K
$593K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-500- 3.98% |
$17.8K - $18.4K
|
12.1K
$451K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-505- 7.11% |
$18K - $18.6K
|
6.6K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-510- 2.75% |
$18.2K - $18.8K
|
18K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-565- 1.17% |
$20.1K - $20.8K
|
47.9K
$1.79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-600- 0.34% |
$21.4K - $22.1K
|
174K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-647- 13.32% |
$23.1K - $23.8K
|
4.21K
$158K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-651- 5.39% |
$23.2K - $24K
|
11.4K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-799- 10.32% |
$28.5K - $29.4K
|
6.94K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-815- 16.35% |
$29.1K - $30K
|
4.17K
$156K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-819- 7.97% |
$29.2K - $30.2K
|
9.46K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-840- 2.31% |
$29.9K - $31K
|
35.5K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-975- 3.57% |
$34.8K - $35.9K
|
26.4K
$987K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 13.51% |
$36.8K - $38K
|
6.61K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 9.12% |
$38.8K - $40.1K
|
10.8K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 10.15% |
$38.9K - $40.2K
|
9.65K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 8.44% |
$43.9K - $45.4K
|
13.4K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 15.74% |
$51.4K - $53.1K
|
7.71K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 3.86% |
$53.9K - $55.7K
|
37.7K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.52K- 16.14% |
$54.1K - $55.9K
|
7.89K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.81K- 8.6% |
$64.6K - $66.7K
|
19.2K
$720K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3K- 3.62% |
$107K - $111K
|
79.9K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.84K- 9.78% |
$137K - $142K
|
35.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.68K- 38.03% |
$167K - $172K
|
7.62K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-5.46K- 3.4% |
$195K - $201K
|
155K
$5.8M
|