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 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$10.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
236+ 2.49% |
$8.42K - $8.76K
|
9.7K
$363K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136+ 93.15% |
$4.85K - $5.05K
|
282
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$3.57K - $3.71K
|
100
$3.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 0.22% |
$2.75K - $2.86K
|
35.5K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
61+ 35.26% |
$2.18K - $2.26K
|
234
$8.75K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
55+ 0.34% |
$1.96K - $2.04K
|
16.4K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 3.44% |
$1.39K - $1.45K
|
1.17K
$43.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
33New |
$1.18K - $1.23K
|
33
$1.23K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31+ 0.47% |
$1.11K - $1.15K
|
6.63K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.63% |
$107 - $111
|
476
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.46% |
$71.3 - $74.3
|
434
$16.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.82% |
$35.7 - $37.1
|
56
$2.09K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.08% |
$35.7 - $37.1
|
1.2K
$44.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.91% |
$35.7 - $37.1
|
111
$4.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$35.7 - $37.1
|
1
$37.4
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.01% |
$35.7 - $37.1
|
6.97K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$35.7 - $37.1
|
1
$37.4
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$35.7 - $37.1
|
3.32K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-7- 0.04% |
$250 - $260
|
15.7K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9- 0.46% |
$321 - $334
|
1.94K
$72.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42- 0.31% |
$1.5K - $1.56K
|
13.3K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 83.02% |
$1.57K - $1.63K
|
9
$337
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 13.12% |
$1.78K - $1.86K
|
331
$12.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 1.01% |
$1.96K - $2.04K
|
5.42K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 1.61% |
$3.57K - $3.71K
|
6.12K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 6.57% |
$4.24K - $4.42K
|
1.69K
$63.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-133- 2.01% |
$4.74K - $4.94K
|
6.47K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-147- 2.12% |
$5.24K - $5.46K
|
6.8K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-183- 1.02% |
$6.53K - $6.79K
|
17.8K
$667K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-216- 1.37% |
$7.7K - $8.02K
|
15.5K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-253- 1.35% |
$9.02K - $9.39K
|
18.5K
$694K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-258- 12.79% |
$9.2K - $9.58K
|
1.76K
$65.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-274- 1.08% |
$9.77K - $10.2K
|
25K
$935K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-276- 3.51% |
$9.84K - $10.2K
|
7.58K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-279- 2.93% |
$9.95K - $10.4K
|
9.23K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 3.22% |
$11.2K - $11.7K
|
9.44K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-326- 7.96% |
$11.6K - $12.1K
|
3.77K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-386- 2.43% |
$13.8K - $14.3K
|
15.5K
$579K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-411- 3.07% |
$14.7K - $15.3K
|
13K
$485K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-501- 2.97% |
$17.9K - $18.6K
|
16.4K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-554- 13.74% |
$19.8K - $20.6K
|
3.48K
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-603- 5.76% |
$21.5K - $22.4K
|
9.87K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-609- 7.92% |
$21.7K - $22.6K
|
7.09K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-629- 2.16% |
$22.4K - $23.4K
|
28.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-846Closed |
$30.2K - $31.4K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-897- 43.19% |
$32K - $33.3K
|
1.18K
$44.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.04K- 1.3% |
$37.2K - $38.7K
|
78.9K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.06K- 25.32% |
$37.7K - $39.2K
|
3.12K
$117K
|