Purchases and Sales Made in Q2 2021 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
433KNew |
$16.8M - $17.2M
|
433K
$16.5M
|
|
Aug 16, 2021
Q2 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
156KNew |
$6.05M - $6.2M
|
156K
$5.93M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129KNew |
$5.01M - $5.14M
|
129K
$4.91M
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
103K+ 37.01% |
$3.98M - $4.08M
|
380K
$14.4M
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
91.9KNew |
$3.57M - $3.66M
|
91.9K
$3.5M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.1KNew |
$3.23M - $3.31M
|
83.1K
$3.16M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$1.79M - $1.84M
|
46.2K
$1.76M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 6.44% |
$1.75M - $1.79M
|
743K
$28.3M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.4K+ 31.56% |
$1.72M - $1.77M
|
185K
$7.04M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
41.5KNew |
$1.61M - $1.65M
|
41.5K
$1.58M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36.9KNew |
$1.43M - $1.47M
|
36.9K
$1.41M
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
BUY
|
- |
30.5K+ 98.05% |
$1.18M - $1.21M
|
61.6K
$2.35M
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
25.4K+ 28.73% |
$986K - $1.01M
|
114K
$4.33M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.1K+ 29.7% |
$857K - $878K
|
96.4K
$3.67M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5KNew |
$640K - $656K
|
16.5K
$628K
|
|
Jul 30, 2021
Q2 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 114.43% |
$616K - $632K
|
29.8K
$1.13M
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.7KNew |
$533K - $546K
|
13.7K
$522K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 4.75% |
$505K - $518K
|
287K
$10.9M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4K+ 14.57% |
$443K - $454K
|
89.7K
$3.41M
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
11K+ 21.12% |
$425K - $436K
|
62.8K
$2.39M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.06KNew |
$352K - $361K
|
9.06K
$345K
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
7.85KNew |
$305K - $313K
|
7.85K
$299K
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
7.48K+ 143.56% |
$291K - $298K
|
12.7K
$483K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.57K+ 3.92% |
$216K - $222K
|
148K
$5.63M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.24K+ 253.0% |
$203K - $208K
|
7.31K
$278K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.16K+ 21.44% |
$200K - $205K
|
29.2K
$1.11M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.06K+ 10.11% |
$196K - $201K
|
55.1K
$2.1M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.79K+ 53.72% |
$186K - $190K
|
13.7K
$521K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59K+ 4.41% |
$178K - $183K
|
109K
$4.14M
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 15.69% |
$141K - $145K
|
26.8K
$1.02M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 3.49% |
$134K - $137K
|
102K
$3.89M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.79K+ 27.12% |
$108K - $111K
|
13.1K
$498K
|
|
Jul 22, 2021
Q2 2021
|
Divergent Planning, LLC
|
BUY
|
- |
2.55K+ 40.32% |
$98.8K - $101K
|
8.86K
$337K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.52K+ 8.01% |
$97.8K - $100K
|
34K
$1.29M
|
|
Jul 20, 2021
Q2 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
2.47K+ 12.44% |
$95.8K - $98.2K
|
22.3K
$849K
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.2K+ 34.05% |
$85.5K - $87.7K
|
8.67K
$330K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.83K+ 111.83% |
$70.8K - $72.6K
|
3.46K
$132K
|
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.82K+ 33.46% |
$70.5K - $72.3K
|
7.24K
$276K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 21.18% |
$69.9K - $71.7K
|
10.3K
$392K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 48.44% |
$62.3K - $63.8K
|
4.92K
$187K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.35K+ 25.19% |
$52.4K - $53.7K
|
6.71K
$255K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 10.06% |
$47.7K - $48.9K
|
13.4K
$511K
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.88% |
$46.7K - $47.8K
|
43K
$1.64M
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
1.19K+ 1.63% |
$46K - $47.2K
|
73.8K
$2.81M
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
964+ 17.41% |
$37.4K - $38.4K
|
6.5K
$247K
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
939+ 0.66% |
$36.5K - $37.4K
|
143K
$5.43M
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
BUY
|
- |
790+ 7.73% |
$30.7K - $31.4K
|
11K
$419K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
712+ 13.12% |
$27.6K - $28.3K
|
6.14K
$234K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
705New |
$27.4K - $28.1K
|
705
$26.8K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
657New |
$25.5K - $26.1K
|
657
$25K
|