Purchases and Sales Made in Q2 2022 in Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 2022. 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
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
1.28M
+ 37.85%
$43.3M - $48.2M
4.65M $174M
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
519K
New
$17.6M - $19.6M
519K $19.4M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
243K
+ 285.98%
$8.24M - $9.19M
328K $12.3M
Aug 05, 2022 Q2 2022
Curran Financial Partners, LLC

BUY
 -
204K
+ 66.33%
$6.92M - $7.71M
512K $19.1M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
141K
+ 523.75%
$4.78M - $5.33M
168K $6.29M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
67.9K
+ 133.71%
$2.3M - $2.57M
119K $4.44M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
67.6K
+ 17.68%
$2.29M - $2.55M
450K $16.8M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
67.6K
+ 17.68%
$2.29M - $2.55M
450K $16.8M
Aug 16, 2022 Q2 2022
Lfs Asset Management

San Ramon, CA
BUY
 -
65K
New
$2.2M - $2.46M
65K $2.43M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
57.6K
+ 61.39%
$1.95M - $2.18M
151K $5.67M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
44.5K
+ 168.22%
$1.51M - $1.68M
70.9K $2.65M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
38.1K
+ 85.58%
$1.29M - $1.44M
82.6K $3.09M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
35K
New
$1.19M - $1.32M
35K $1.31M
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
34.4K
New
$1.17M - $1.3M
34.4K $1.29M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
32.7K
New
$1.11M - $1.24M
32.7K $1.22M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.9K
+ 135.59%
$777K - $867K
39.9K $1.49M
Jul 26, 2022 Q2 2022
Roman Butler Fullerton & CO

BUY
 -
19.1K
New
$647K - $722K
19.1K $715K
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
18.3K
New
$619K - $690K
18.3K $683K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
16.9K
+ 31.0%
$573K - $639K
71.5K $2.68M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
13.2K
+ 68.9%
$446K - $498K
32.3K $1.21M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
12.5K
New
$425K - $474K
12.5K $469K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
12K
New
$405K - $452K
12K $447K
Jul 28, 2022 Q2 2022
West End Advisors, LLC

BUY
 -
11.6K
New
$392K - $437K
11.6K $432K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.8K
New
$365K - $407K
10.8K $403K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
10.6K
+ 9.12%
$360K - $401K
127K $4.75M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
9.43K
+ 55.77%
$320K - $356K
26.3K $986K
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

BUY
 -
9K
New
$305K - $340K
9K $337K
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
8.95K
New
$303K - $338K
8.95K $335K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
7.48K
+ 523.46%
$253K - $282K
8.9K $333K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
3.63K
New
$123K - $137K
3.63K $136K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.81K
+ 8.71%
$95.1K - $106K
35K $1.31M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
2.7K
+ 35.54%
$91.5K - $102K
10.3K $385K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.5K
+ 5.18%
$84.7K - $94.5K
50.8K $1.9M
Jul 28, 2022 Q2 2022
National Bank Of Canada

BUY
 -
2.37K
+ 9.0%
$80.3K - $89.5K
28.7K $1.07M
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.07K
+ 96.28%
$70.2K - $78.2K
4.22K $158K
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
1.78K
New
$60.2K - $67.1K
1.78K $66.4K
Aug 04, 2022 Q2 2022
Heritage Wealth Advisors

BUY
 -
1.52K
New
$51.5K - $57.4K
1.52K $56.8K
Jul 29, 2022 Q2 2022
Integrity Financial Corp

BUY
 -
1.27K
+ 9.9%
$43.1K - $48.1K
14.1K $528K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.17K
+ 16.87%
$39.8K - $44.3K
8.13K $304K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.01K
+ 5.27%
$34.3K - $38.3K
20.2K $757K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
1K
New
$33.9K - $37.8K
1K $37.4K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
901
+ 16.59%
$30.5K - $34K
6.33K $237K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
900
New
$30.5K - $34K
900 $33.7K
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

BUY
 -
776
New
$26.3K - $29.3K
776 $29K
Aug 19, 2022 Q2 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
559
New
$18.9K - $21.1K
559 $20.9K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
500
+ 7.0%
$16.9K - $18.9K
7.64K $286K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
411
New
$13.9K - $15.5K
411 $15.4K
Jul 25, 2022 Q2 2022
First Personal Financial Services

BUY
 -
404
+ 3.36%
$13.7K - $15.3K
12.4K $465K
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

BUY
 -
368
+ 18.4%
$12.5K - $13.9K
2.37K $88.6K

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