Purchases and Sales Made in Q2 2023 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 2023. 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 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
221K+ 235.92% |
$7.63M - $7.82M
|
315K
$11.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
56.1K+ 467.08% |
$1.94M - $1.99M
|
68.1K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.1K+ 8.22% |
$1.04M - $1.07M
|
396K
$14.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
20.2KNew |
$697K - $715K
|
20.2K
$761K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$671K - $688K
|
19.4K
$732K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.3KNew |
$389K - $399K
|
11.3K
$425K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$374K - $383K
|
10.8K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.99KNew |
$345K - $354K
|
9.99K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.28K+ 93.88% |
$320K - $328K
|
19.2K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
8.72K+ 3.53% |
$301K - $309K
|
255K
$9.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.73KNew |
$267K - $274K
|
7.73K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$253K - $260K
|
7.33K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.28KNew |
$251K - $258K
|
7.28K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.68K+ 9.64% |
$231K - $237K
|
76K
$2.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11KNew |
$211K - $216K
|
6.11K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$208K - $213K
|
6.02K
$227K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
5.83K+ 7478.21% |
$201K - $207K
|
5.91K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.17K+ 1.5% |
$178K - $183K
|
349K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.09K+ 49.11% |
$141K - $145K
|
12.4K
$468K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.17K+ 2.97% |
$109K - $112K
|
110K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.27K+ 13.97% |
$78.4K - $80.4K
|
18.5K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.01K+ 6.96% |
$69.5K - $71.2K
|
30.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.72K+ 11.06% |
$59.2K - $60.8K
|
17.2K
$649K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.68K+ 38.32% |
$58K - $59.5K
|
6.06K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.4K+ 935.33% |
$48.4K - $49.7K
|
1.55K
$58.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$41.1K - $42.1K
|
1.19K
$44.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.06K+ 0.71% |
$36.7K - $37.6K
|
150K
$5.64M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
662+ 76.89% |
$22.9K - $23.4K
|
1.52K
$57.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
631+ 1.91% |
$21.8K - $22.3K
|
33.6K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
530+ 4.26% |
$18.3K - $18.8K
|
13K
$489K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
479+ 5.14% |
$16.5K - $17K
|
9.81K
$370K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
366+ 2.76% |
$12.6K - $13K
|
13.6K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
315New |
$10.9K - $11.2K
|
315
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
265+ 0.75% |
$9.15K - $9.38K
|
35.4K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
248+ 10.29% |
$8.56K - $8.78K
|
2.66K
$100K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
235+ 1.4% |
$8.11K - $8.32K
|
17K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
221+ 1.53% |
$7.63K - $7.83K
|
14.7K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 5.56% |
$2.9K - $2.97K
|
1.59K
$60.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$2.45K - $2.51K
|
71
$2.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65+ 0.24% |
$2.24K - $2.3K
|
27.6K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61+ 0.45% |
$2.11K - $2.16K
|
13.6K
$511K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
56New |
$1.93K - $1.98K
|
56
$2.11K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
52+ 0.73% |
$1.8K - $1.84K
|
7.15K
$270K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.24K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 11.87% |
$1.14K - $1.17K
|
311
$11.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 0.54% |
$621 - $637
|
3.37K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 36.59% |
$518 - $531
|
56
$2.11K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
14+ 29.79% |
$483 - $496
|
61
$2.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.52% |
$173 - $177
|
958
$36.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$138 - $142
|
904
$34.1K
|