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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-5.46K- 3.4% |
$195K - $201K
|
155K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.21K- 33.77% |
$221K - $229K
|
12.2K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.69K- 2.04% |
$238K - $246K
|
321K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.24K- 7.11% |
$294K - $304K
|
108K
$3.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.4K- 9.84% |
$299K - $309K
|
76.9K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.06K- 36.6% |
$323K - $334K
|
15.7K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 29.48% |
$403K - $416K
|
27K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 60.96% |
$468K - $483K
|
8.4K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-19.7K- 12.99% |
$703K - $727K
|
132K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 22.84% |
$754K - $779K
|
71.5K
$2.64M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.6K- 38.42% |
$841K - $869K
|
37.8K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 21.14% |
$1.01M - $1.05M
|
106K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 16.31% |
$1.21M - $1.25M
|
174K
$6.41M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 16.31% |
$1.21M - $1.25M
|
174K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-36.1K- 89.46% |
$1.29M - $1.33M
|
4.26K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.1K- 48.88% |
$1.29M - $1.33M
|
37.8K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.5K- 65.05% |
$1.73M - $1.79M
|
26.1K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-49.1K- 81.29% |
$1.75M - $1.81M
|
11.3K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64.6K- 18.54% |
$2.3M - $2.38M
|
284K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-74.9K- 57.71% |
$2.67M - $2.76M
|
54.9K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.8K- 86.06% |
$2.88M - $2.98M
|
13.1K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83K- 35.5% |
$2.96M - $3.06M
|
151K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-91K- 69.6% |
$3.24M - $3.35M
|
39.8K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-118K- 47.89% |
$4.19M - $4.33M
|
128K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-148K- 97.93% |
$5.26M - $5.44M
|
3.13K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-200K- 94.14% |
$7.13M - $7.37M
|
12.4K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-322K- 65.7% |
$11.5M - $11.9M
|
168K
$6.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-425K- 97.46% |
$15.1M - $15.6M
|
11.1K
$409K
|