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
|
Tsfg, LLC
|
SELL
|
- |
-1.7K- 65.71% |
$57.6K - $64.2K
|
887
$32.7K
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.81K- 12.29% |
$61.4K - $68.5K
|
12.9K
$477K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 15.8% |
$61.8K - $68.9K
|
9.72K
$359K
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.85K- 20.72% |
$62.6K - $69.7K
|
7.06K
$261K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 4.79% |
$63.4K - $70.6K
|
37.2K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.9K- 6.22% |
$64.3K - $71.6K
|
28.6K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.08K- 22.84% |
$70.5K - $78.5K
|
7.02K
$259K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.18K- 7.54% |
$73.8K - $82.2K
|
26.7K
$986K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 2.88% |
$78.7K - $87.7K
|
78.4K
$2.89M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.55K- 0.58% |
$86.3K - $96.2K
|
434K
$16M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.88K- 18.19% |
$97.5K - $109K
|
12.9K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.91K- 3.34% |
$98.7K - $110K
|
84.4K
$3.11M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.95K- 31.45% |
$100K - $112K
|
6.44K
$238K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.85K- 35.19% |
$130K - $145K
|
7.09K
$262K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4KClosed |
$136K - $151K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.2K- 53.35% |
$142K - $159K
|
3.67K
$136K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.49K- 20.55% |
$152K - $170K
|
17.3K
$640K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.49K- 99.62% |
$152K - $170K
|
17
$627
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.54K- 9.93% |
$154K - $171K
|
41.1K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.81KClosed |
$163K - $182K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.91K- 30.11% |
$166K - $185K
|
11.4K
$421K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.42KClosed |
$184K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5.54K- 94.03% |
$188K - $209K
|
352
$13K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.95KClosed |
$201K - $225K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-6.13K- 2.93% |
$208K - $232K
|
203K
$7.5M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.21KClosed |
$211K - $235K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-6.47K- 13.69% |
$219K - $244K
|
40.8K
$1.5M
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-6.54K- 20.04% |
$222K - $247K
|
26.1K
$963K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.56K- 79.76% |
$222K - $248K
|
1.66K
$61.4K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
$224K - $249K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6.85KClosed |
$232K - $259K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$239K - $267K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.44KClosed |
$252K - $281K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.53KClosed |
$255K - $284K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 7.84% |
$258K - $287K
|
89.3K
$3.3M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.38KClosed |
$284K - $316K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.84K- 39.29% |
$300K - $334K
|
13.7K
$504K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.55KClosed |
$324K - $361K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.7K- 38.04% |
$361K - $403K
|
17.4K
$641K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.8K- 17.06% |
$401K - $447K
|
57.6K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12KClosed |
$405K - $452K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.8KClosed |
$502K - $559K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-15.4K- 67.75% |
$522K - $582K
|
7.33K
$270K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 31.52% |
$537K - $598K
|
34.4K
$1.27M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 7.27% |
$566K - $631K
|
213K
$7.86M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17K- 65.31% |
$578K - $644K
|
9.05K
$334K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-17.9KClosed |
$608K - $678K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.1K- 27.73% |
$613K - $683K
|
47.1K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21KClosed |
$711K - $793K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.3K- 11.04% |
$756K - $842K
|
180K
$6.63M
|