Purchases and Sales Made in Q3 2021 in Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
189K
New
$7.47M - $7.64M
189K $6.98M
Nov 05, 2021 Q3 2021
Forward Management, LLC

BUY
 -
152K
New
$5.99M - $6.12M
152K $5.59M
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

BUY
 -
78.9K
+ 20.78%
$3.12M - $3.18M
459K $16.9M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
70.4K
+ 68.83%
$2.78M - $2.84M
173K $6.37M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
51.7K
+ 27.95%
$2.04M - $2.09M
237K $8.73M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
50.6K
+ 6.81%
$2M - $2.05M
794K $29.3M
Nov 09, 2021 Q3 2021
Curran Financial Partners, LLC

BUY
 -
40.6K
+ 16.04%
$1.6M - $1.64M
294K $10.8M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
34.9K
New
$1.38M - $1.41M
34.9K $1.29M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
25.3K
+ 15.48%
$998K - $1.02M
188K $6.95M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
24.8K
+ 13.35%
$980K - $1M
211K $7.78M
Oct 19, 2021 Q3 2021
Vigilare Wealth Management

BUY
 -
22.3K
+ 36.21%
$881K - $901K
83.9K $3.1M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
21.5K
+ 25.88%
$849K - $868K
105K $3.86M
Nov 12, 2021 Q3 2021
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
18.3K
+ 11.76%
$724K - $740K
174K $6.43M
Nov 15, 2021 Q3 2021
First Ascent Asset Management, LLC

BUY
 -
18.1K
New
$715K - $731K
18.1K $668K
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
17.9K
New
$709K - $724K
17.9K $662K
Nov 03, 2021 Q3 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
17.5K
+ 11.52%
$693K - $709K
170K $6.27M
Nov 09, 2021 Q3 2021
Tempus Wealth Planning, LLC

BUY
 -
16.2K
+ 223.57%
$640K - $654K
23.4K $865K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
16.2K
New
$638K - $653K
16.2K $597K
Oct 28, 2021 Q3 2021
Compass Ion Advisors, LLC

BUY
 -
15.2K
New
$600K - $613K
15.2K $560K
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

BUY
 -
14.8K
+ 35.77%
$586K - $599K
56.3K $2.08M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
13K
New
$515K - $526K
13K $481K
Nov 09, 2021 Q3 2021
Compass Advisory Group LLC

BUY
 -
12.6K
New
$498K - $509K
12.6K $465K
Nov 12, 2021 Q3 2021
Wolverine Trading, LLC

Chicago, IL
BUY
 -
12K
New
$474K - $485K
12K $443K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

BUY
 -
11.5K
New
$455K - $465K
11.5K $425K
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
10.1K
New
$400K - $409K
10.1K $373K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
7.14K
+ 4.83%
$282K - $288K
155K $5.72M
Nov 12, 2021 Q3 2021
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
6.01K
+ 5.28%
$237K - $243K
120K $4.42M
Nov 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
5.86K
New
$232K - $237K
5.86K $216K
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
5.61K
New
$222K - $226K
5.61K $207K
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.35K
+ 36.07%
$211K - $216K
20.2K $745K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

BUY
 -
4.73K
+ 17.61%
$187K - $191K
31.6K $1.17M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.91K
+ 12.56%
$154K - $158K
35K $1.29M
Oct 29, 2021 Q3 2021
Rda Financial Network

BUY
 -
3.75K
+ 5.08%
$148K - $151K
77.6K $2.86M
Nov 08, 2021 Q3 2021
Madrona Financial Services, LLC

BUY
 -
2.56K
+ 1.55%
$101K - $103K
167K $6.17M
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.48K
+ 11.41%
$98K - $100K
24.2K $895K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
2.21K
+ 30.18%
$87.1K - $89K
9.51K $351K
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.2K
+ 5.96%
$86.9K - $88.8K
39.1K $1.44M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.01K
+ 14.92%
$79.2K - $81K
15.4K $570K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
2K
New
$79K - $80.8K
2K $73.8K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
1.99K
New
$78.8K - $80.5K
1.99K $73.6K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.95K
+ 5.75%
$77.1K - $78.9K
35.9K $1.33M
Nov 01, 2021 Q3 2021
Sfmg, LLC

BUY
 -
1.8K
+ 22.89%
$71K - $72.6K
9.65K $356K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
1.79K
+ 9.84%
$70.6K - $72.2K
20K $737K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.7K
+ 49.18%
$67.2K - $68.6K
5.16K $190K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
1.62K
New
$63.8K - $65.3K
1.62K $59.6K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.59K
+ 22.28%
$62.8K - $64.2K
8.73K $322K
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.51K
+ 24.57%
$59.6K - $60.9K
7.65K $282K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.38K
+ 1.31%
$54.4K - $55.6K
106K $3.92M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1.31K
New
$51.8K - $53K
1.31K $48.4K

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