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 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.13% |
$69 - $70.8
|
1.55K
$57.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.89% |
$69 - $70.8
|
108
$3.99K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.48% |
$69 - $70.8
|
421
$15.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.07% |
$311 - $319
|
13K
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14- 0.05% |
$483 - $496
|
25.8K
$951K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$863 - $885
|
1.46K
$53.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-41- 12.39% |
$1.42K - $1.45K
|
290
$10.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-44- 0.88% |
$1.52K - $1.56K
|
4.97K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 2.37% |
$2.42K - $2.48K
|
2.89K
$107K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 0.56% |
$2.45K - $2.51K
|
12.6K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.4% |
$2.69K - $2.76K
|
19.5K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89- 1.21% |
$3.07K - $3.15K
|
7.24K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100- 0.93% |
$3.45K - $3.54K
|
10.6K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.59% |
$3.45K - $3.54K
|
6.2K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-104- 2.27% |
$3.59K - $3.68K
|
4.48K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-120- 17.47% |
$4.14K - $4.25K
|
567
$20.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-131- 2.15% |
$4.52K - $4.64K
|
5.97K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-143- 1.12% |
$4.94K - $5.06K
|
12.7K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-217- 1.94% |
$7.49K - $7.68K
|
10.9K
$404K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-221- 3.57% |
$7.63K - $7.83K
|
5.98K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-248- 3.14% |
$8.56K - $8.78K
|
7.66K
$283K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-305- 2.58% |
$10.5K - $10.8K
|
11.5K
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-360- 3.98% |
$12.4K - $12.7K
|
8.68K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-373- 1.58% |
$12.9K - $13.2K
|
23.2K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-453- 6.8% |
$15.6K - $16K
|
6.21K
$229K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-574- 1.2% |
$19.8K - $20.3K
|
47.4K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-658- 12.49% |
$22.7K - $23.3K
|
4.61K
$170K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-685- 3.43% |
$23.6K - $24.3K
|
19.3K
$712K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
SELL
|
- |
-799- 3.61% |
$27.6K - $28.3K
|
21.3K
$787K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-869- 19.98% |
$30K - $30.8K
|
3.48K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-930- 11.8% |
$32.1K - $32.9K
|
6.95K
$257K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-968- 5.78% |
$33.4K - $34.3K
|
15.8K
$582K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 14.04% |
$35.7K - $36.6K
|
6.33K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 11.57% |
$38.8K - $39.8K
|
8.58K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 76.49% |
$42.5K - $43.6K
|
378
$14K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.38K- 5.36% |
$47.5K - $48.7K
|
24.3K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.66K- 13.91% |
$57.2K - $58.7K
|
10.3K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.69K- 15.14% |
$58.2K - $59.7K
|
9.45K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.91K- 74.76% |
$65.8K - $67.5K
|
643
$23.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.32K- 8.25% |
$80.1K - $82.2K
|
25.8K
$952K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.51K- 40.65% |
$86.5K - $88.7K
|
3.66K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.6K- 6.27% |
$89.7K - $92K
|
38.8K
$1.43M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.6K- 6.27% |
$89.7K - $92K
|
38.8K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.72K- 2.64% |
$93.9K - $96.3K
|
100K
$3.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 1.77% |
$94.7K - $97.1K
|
152K
$5.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-2.75K- 7.88% |
$94.9K - $97.3K
|
32.1K
$1.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.16K- 11.45% |
$109K - $112K
|
24.4K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.34K- 12.99% |
$115K - $118K
|
22.3K
$825K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.42K- 8.25% |
$118K - $121K
|
38K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.86K- 26.52% |
$133K - $137K
|
10.7K
$394K
|