Purchases and Sales Made in Q2 2024 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
67.7KNew |
$2.41M - $2.51M
|
67.7K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
57.1KNew |
$2.04M - $2.12M
|
57.1K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.3K+ 127.34% |
$1.83M - $1.9M
|
91.5K
$3.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.9KNew |
$1.71M - $1.78M
|
47.9K
$1.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 283.39% |
$1.32M - $1.38M
|
50.2K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$1.06M - $1.1M
|
29.7K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
27.9K+ 50.86% |
$995K - $1.04M
|
82.8K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 205.67% |
$913K - $950K
|
38K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 62.38% |
$841K - $876K
|
61.4K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.4KNew |
$763K - $795K
|
21.4K
$802K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.1KNew |
$645K - $672K
|
18.1K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15.9K+ 18.28% |
$568K - $591K
|
103K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$441K - $459K
|
12.4K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 44.35% |
$427K - $445K
|
39K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.88KNew |
$317K - $330K
|
8.88K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.06KNew |
$287K - $299K
|
8.06K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.86KNew |
$280K - $292K
|
7.86K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.47K+ 42.37% |
$266K - $277K
|
25.1K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.16K+ 22.7% |
$255K - $266K
|
38.7K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
6.87KNew |
$245K - $255K
|
6.87K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$12.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6.43KNew |
$229K - $239K
|
6.43K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.77KNew |
$206K - $214K
|
5.77K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.75KNew |
$205K - $213K
|
5.75K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.47K+ 49.39% |
$195K - $203K
|
16.5K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$193K - $201K
|
5.42K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.89K+ 43.28% |
$174K - $182K
|
16.2K
$607K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.28K+ 2.61% |
$153K - $159K
|
168K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.65K+ 39.77% |
$130K - $135K
|
12.8K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.43K+ 29.6% |
$122K - $127K
|
15K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.18K+ 37.8% |
$113K - $118K
|
11.6K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.27KNew |
$80.8K - $84.2K
|
2.27K
$84.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.23K+ 28.24% |
$79.5K - $82.7K
|
10.1K
$379K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 76.6% |
$67.1K - $69.9K
|
4.34K
$163K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 1789.47% |
$60.6K - $63.1K
|
1.8K
$67.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 40.31% |
$60.6K - $63K
|
5.91K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.52KNew |
$54.2K - $56.5K
|
1.52K
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 19.98% |
$47.3K - $49.2K
|
7.96K
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.28KNew |
$45.6K - $47.5K
|
1.28K
$47.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 43.88% |
$40.9K - $42.6K
|
3.76K
$141K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 14.89% |
$35.7K - $37.1K
|
7.72K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
926+ 3.68% |
$33K - $34.4K
|
26.1K
$978K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
818+ 49.91% |
$29.2K - $30.4K
|
2.46K
$92K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
730+ 6.39% |
$26K - $27.1K
|
12.1K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
600+ 0.35% |
$21.4K - $22.3K
|
174K
$6.53M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
600+ 0.35% |
$21.4K - $22.3K
|
174K
$6.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
435+ 18.43% |
$15.5K - $16.2K
|
2.8K
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
357New |
$12.7K - $13.3K
|
357
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 5.03% |
$10.6K - $11.1K
|
6.22K
$233K
|