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
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
470+ 3.37% |
$18.2K - $18.7K
|
14.4K
$536K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
417+ 5.25% |
$16.2K - $16.6K
|
8.37K
$311K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 6.02% |
$15.7K - $16.1K
|
7.14K
$265K
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
358+ 12.92% |
$13.9K - $14.2K
|
3.13K
$116K
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
357+ 13.3% |
$13.9K - $14.2K
|
3.04K
$113K
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
340+ 1.64% |
$13.2K - $13.5K
|
21K
$782K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
308+ 1.19% |
$12K - $12.3K
|
26.2K
$975K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
200+ 1.27% |
$7.76K - $7.96K
|
16K
$594K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
197+ 28.55% |
$7.65K - $7.84K
|
887
$33K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
178+ 1.84% |
$6.91K - $7.08K
|
9.86K
$367K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
174+ 1.82% |
$6.75K - $6.93K
|
9.73K
$362K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
151+ 0.49% |
$5.86K - $6.01K
|
31.1K
$1.16M
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
143+ 1.95% |
$5.55K - $5.69K
|
7.46K
$278K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$3.88K - $3.98K
|
100
$3.72K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64+ 1.1% |
$2.48K - $2.55K
|
5.88K
$218K
|
|
Jul 29, 2021
Q2 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
46+ 0.13% |
$1.79K - $1.83K
|
34.2K
$1.27M
|
|
Jul 23, 2021
Q2 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
14+ 0.13% |
$543 - $557
|
10.7K
$397K
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
12+ 30.0% |
$466 - $478
|
52
$1.93K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.72% |
$388 - $398
|
1.41K
$52.3K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.11% |
$233 - $239
|
5.27K
$196K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
4+ 0.06% |
$155 - $159
|
6.45K
$240K
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.49% |
$77.6 - $79.6
|
409
$15.2K
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-13- 5.16% |
$505 - $517
|
239
$8.89K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-34Closed |
$1.32K - $1.35K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45- 0.82% |
$1.75K - $1.79K
|
5.44K
$202K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-51- 1.48% |
$1.98K - $2.03K
|
3.39K
$126K
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-77- 49.68% |
$2.99K - $3.06K
|
78
$2.9K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-79- 2.63% |
$3.07K - $3.14K
|
2.93K
$109K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-93- 0.51% |
$3.61K - $3.7K
|
18.2K
$676K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-221Closed |
$8.58K - $8.8K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-266- 17.1% |
$10.3K - $10.6K
|
1.29K
$48K
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-327- 0.95% |
$12.7K - $13K
|
34.2K
$1.27M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-367Closed |
$14.2K - $14.6K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-378- 1.71% |
$14.7K - $15K
|
21.7K
$807K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-454- 98.7% |
$17.6K - $18.1K
|
6
$223
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-653- 6.8% |
$25.3K - $26K
|
8.95K
$333K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-734- 4.04% |
$28.5K - $29.2K
|
17.4K
$648K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-750Closed |
$29.1K - $29.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 1.37% |
$42.4K - $43.5K
|
78.8K
$2.93M
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.15K- 91.07% |
$44.7K - $45.8K
|
113
$4.2K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.19K- 0.9% |
$46K - $47.2K
|
131K
$4.88M
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.2K- 4.3% |
$46.6K - $47.8K
|
26.7K
$994K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.43K- 7.85% |
$55.5K - $56.9K
|
16.8K
$624K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 17.31% |
$56.9K - $58.3K
|
7K
$260K
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.49K- 1.89% |
$58K - $59.4K
|
77.6K
$2.89M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2K- 16.3% |
$77.6K - $79.6K
|
10.3K
$382K
|
|
Aug 02, 2021
Q2 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.01K- 1.21% |
$78.2K - $80.2K
|
165K
$6.12M
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.04K- 9.97% |
$79.3K - $81.3K
|
18.4K
$686K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26KClosed |
$87.9K - $90.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.85K- 17.72% |
$111K - $114K
|
13.2K
$493K
|