Purchases and Sales Made in Q3 2021 in Ishares Tr Core Conservative A (AOK)
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 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 8.54% |
$44.7K - $45.7K
|
14.4K
$535K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
850+ 5.33% |
$33.6K - $34.3K
|
16.8K
$625K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
844+ 8.56% |
$33.3K - $34.1K
|
10.7K
$398K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
497+ 1.7% |
$19.6K - $20.1K
|
29.7K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
496+ 2.36% |
$19.6K - $20K
|
21.5K
$801K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
372+ 3.52% |
$14.7K - $15K
|
10.9K
$406K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
336+ 0.43% |
$13.3K - $13.6K
|
77.9K
$2.9M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
336+ 3.91% |
$13.3K - $13.6K
|
8.92K
$332K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
319+ 1.73% |
$12.6K - $12.9K
|
18.8K
$698K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
244+ 4.1% |
$9.64K - $9.85K
|
6.19K
$230K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243+ 18.84% |
$9.6K - $9.81K
|
1.53K
$57K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
216+ 13.7% |
$8.53K - $8.72K
|
1.79K
$66.7K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
197+ 28.55% |
$7.78K - $7.95K
|
887
$33K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
195+ 1.42% |
$7.7K - $7.87K
|
13.9K
$517K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
167+ 1.84% |
$6.6K - $6.74K
|
9.23K
$343K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
92+ 0.19% |
$3.63K - $3.71K
|
47.5K
$1.77M
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
71+ 0.65% |
$2.8K - $2.87K
|
11.1K
$412K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 8.37% |
$2.17K - $2.22K
|
712
$26.5K
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 0.35% |
$1.74K - $1.78K
|
12.7K
$474K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40New |
$1.58K - $1.62K
|
40
$1.49K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$1.3K - $1.33K
|
33
$1.23K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32+ 0.36% |
$1.26K - $1.29K
|
8.98K
$334K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 2.2% |
$1.22K - $1.25K
|
1.44K
$53.4K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23New |
$909 - $929
|
23
$855
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11+ 183.33% |
$435 - $444
|
17
$632
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7+ 0.11% |
$277 - $283
|
6.24K
$232K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
5+ 0.08% |
$198 - $202
|
6.46K
$240K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 0.72% |
$395 - $404
|
1.37K
$51K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30- 0.48% |
$1.19K - $1.21K
|
6.28K
$233K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-30- 1.59% |
$1.19K - $1.21K
|
1.86K
$69.2K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 8.31% |
$1.34K - $1.37K
|
375
$13.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 0.71% |
$1.98K - $2.02K
|
6.95K
$258K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-79- 0.55% |
$3.12K - $3.19K
|
14.3K
$534K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 1.22% |
$3.24K - $3.31K
|
6.62K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-100Closed |
$3.95K - $4.04K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-110- 46.03% |
$4.35K - $4.44K
|
129
$4.8K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-161- 0.55% |
$6.36K - $6.5K
|
28.9K
$1.08M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 3.22% |
$7.9K - $8.08K
|
6.02K
$224K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-233- 0.25% |
$9.2K - $9.41K
|
91.6K
$3.41M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-245Closed |
$9.68K - $9.89K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-301- 5.12% |
$11.9K - $12.2K
|
5.57K
$207K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-317- 3.66% |
$12.5K - $12.8K
|
8.36K
$311K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-323- 3.32% |
$12.8K - $13K
|
9.4K
$350K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-396- 13.52% |
$15.6K - $16K
|
2.53K
$94.2K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-409- 5.48% |
$16.2K - $16.5K
|
7.05K
$262K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-411- 0.75% |
$16.2K - $16.6K
|
54.7K
$2.03M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-491- 1.87% |
$19.4K - $19.8K
|
25.7K
$956K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-512- 16.37% |
$20.2K - $20.7K
|
2.62K
$97.3K
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-523- 2.34% |
$20.7K - $21.1K
|
21.8K
$810K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-650- 6.33% |
$25.7K - $26.2K
|
9.62K
$358K
|