Purchases and Sales Made in Q2 2022 in Ishares Tr Core Conservative A (AOK)
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 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
364+ 14.8% |
$12.3K - $13.8K
|
2.82K
$104K
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
347+ 1.75% |
$11.8K - $13.1K
|
20.2K
$744K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
213+ 0.65% |
$7.22K - $8.05K
|
33K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
119+ 0.32% |
$4.03K - $4.5K
|
37.2K
$1.37M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 16.96% |
$3.97K - $4.42K
|
807
$29.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
55+ 70.51% |
$1.86K - $2.08K
|
133
$4.91K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
32+ 0.37% |
$1.08K - $1.21K
|
8.58K
$317K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.38% |
$576 - $642
|
4.51K
$166K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
14+ 0.18% |
$474 - $529
|
7.71K
$285K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$373 - $416
|
11
$406
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.61% |
$271 - $302
|
1.33K
$49.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$169 - $189
|
8.67K
$320K
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.03% |
$67.8 - $75.6
|
6.21K
$229K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.53% |
$67.8 - $75.6
|
379
$14K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$33.9 - $37.8
|
1.52K
$55.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2- 7.41% |
$67.8 - $75.6
|
25
$923
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6Closed |
$203 - $227
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.09% |
$407 - $453
|
12.8K
$472K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 1.97% |
$746 - $831
|
1.09K
$40.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-27- 1.5% |
$915 - $1.02K
|
1.77K
$65.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-49Closed |
$1.66K - $1.85K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 4.17% |
$2.14K - $2.38K
|
1.45K
$53.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-81Closed |
$2.75K - $3.06K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-84- 4.22% |
$2.85K - $3.17K
|
1.91K
$70.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-143- 2.79% |
$4.85K - $5.4K
|
4.98K
$184K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-153- 0.19% |
$5.19K - $5.78K
|
81K
$2.99M
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-176- 2.21% |
$5.96K - $6.65K
|
7.77K
$287K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-190- 0.38% |
$6.44K - $7.18K
|
50.2K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-213- 0.58% |
$7.22K - $8.05K
|
36.5K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-224- 33.09% |
$7.59K - $8.46K
|
453
$16.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-240- 0.76% |
$8.13K - $9.07K
|
31.5K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-255- 17.06% |
$8.64K - $9.63K
|
1.24K
$45.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-285Closed |
$9.66K - $10.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-416- 1.2% |
$14.1K - $15.7K
|
34.4K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-482- 5.82% |
$16.3K - $18.2K
|
7.8K
$288K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-494- 5.42% |
$16.7K - $18.7K
|
8.62K
$318K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-543- 7.07% |
$18.4K - $20.5K
|
7.14K
$263K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-821- 5.58% |
$27.8K - $31K
|
13.9K
$513K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-821- 24.79% |
$27.8K - $31K
|
2.49K
$91.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13K- 0.29% |
$38.2K - $42.5K
|
393K
$14.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$39.7K - $44.3K
|
172K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 3.33% |
$39.9K - $44.5K
|
34.2K
$1.26M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 3.49% |
$40.3K - $44.9K
|
32.9K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.19K- 8.38% |
$40.4K - $45K
|
13K
$481K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.2K- 11.4% |
$40.7K - $45.4K
|
9.34K
$345K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.31K- 9.46% |
$44.3K - $49.3K
|
12.5K
$461K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.39K- 16.35% |
$47.2K - $52.6K
|
7.12K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 9.24% |
$48.8K - $54.4K
|
14.2K
$522K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.64K- 7.57% |
$55.7K - $62.1K
|
20.1K
$741K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.68K- 17.88% |
$56.9K - $63.5K
|
7.72K
$285K
|