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
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
1.31K
+ 26.57%
$51.6K - $52.7K
6.22K $230K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.13K
+ 8.54%
$44.7K - $45.7K
14.4K $531K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
850
+ 5.33%
$33.6K - $34.3K
16.8K $620K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
844
+ 8.56%
$33.3K - $34.1K
10.7K $395K
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 $795K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
372
+ 3.52%
$14.7K - $15K
10.9K $403K
Oct 15, 2021 Q3 2021
Trilogy Capital Inc.

BUY
 -
336
+ 0.43%
$13.3K - $13.6K
77.9K $2.88M
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
336
+ 3.91%
$13.3K - $13.6K
8.92K $329K
Oct 21, 2021 Q3 2021
Efficient Advisors, LLC

BUY
 -
319
+ 1.73%
$12.6K - $12.9K
18.8K $692K
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
243
+ 18.84%
$9.6K - $9.81K
1.53K $56.6K
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

BUY
 -
216
+ 13.7%
$8.53K - $8.72K
1.79K $66.2K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
197
+ 28.55%
$7.78K - $7.95K
887 $32.7K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
195
+ 1.42%
$7.7K - $7.87K
13.9K $513K
Oct 28, 2021 Q3 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
167
+ 1.84%
$6.6K - $6.74K
9.23K $341K
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
92
+ 0.19%
$3.63K - $3.71K
47.5K $1.75M
Nov 04, 2021 Q3 2021
First Personal Financial Services

BUY
 -
71
+ 0.65%
$2.8K - $2.87K
11.1K $409K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

BUY
 -
55
+ 8.37%
$2.17K - $2.22K
712 $26.3K
Nov 12, 2021 Q3 2021
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
44
+ 0.35%
$1.74K - $1.78K
12.7K $470K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
40
New
$1.58K - $1.62K
40 $1.48K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
33
New
$1.3K - $1.33K
33 $1.22K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
32
+ 0.36%
$1.26K - $1.29K
8.98K $331K
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

BUY
 -
31
+ 2.2%
$1.22K - $1.25K
1.44K $53K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
23
New
$909 - $929
23 $849
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
11
+ 183.33%
$435 - $444
17 $627
Nov 09, 2021 Q3 2021
Koss Olinger Consulting, LLC

BUY
 -
7
+ 0.11%
$277 - $283
6.24K $230K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
6
+ 0.4%
$237 - $242
1.49K $55K
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
5
+ 0.08%
$198 - $202
6.46K $238K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-10
- 0.72%
$395 - $404
1.37K $50.6K
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-30
- 1.59%
$1.19K - $1.21K
1.86K $68.7K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-30
- 0.48%
$1.19K - $1.21K
6.28K $232K
Nov 10, 2021 Q3 2021
Jnba Financial Advisors

SELL
 -
-34
- 8.31%
$1.34K - $1.37K
375 $13.8K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-50
- 0.71%
$1.98K - $2.02K
6.95K $256K
Nov 16, 2021 Q3 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-79
- 0.55%
$3.12K - $3.19K
14.3K $530K
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

SELL
 -
-82
- 1.22%
$3.24K - $3.31K
6.62K $244K
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-100
Closed
$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 $4.76K
Nov 01, 2021 Q3 2021
Barber Financial Group, Inc.

SELL
 -
-161
- 0.55%
$6.36K - $6.5K
28.9K $1.07M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

SELL
 -
-200
- 3.22%
$7.9K - $8.08K
6.02K $222K
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-233
- 0.25%
$9.2K - $9.41K
91.6K $3.38M
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-245
Closed
$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 $206K
Nov 02, 2021 Q3 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-317
- 3.66%
$12.5K - $12.8K
8.36K $308K
Nov 24, 2021 Q3 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-323
- 3.32%
$12.8K - $13K
9.4K $347K
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-396
- 13.52%
$15.6K - $16K
2.53K $93.5K
Oct 27, 2021 Q3 2021
Patton Albertson Miller Group, LLC

SELL
 -
-409
- 5.48%
$16.2K - $16.5K
7.05K $260K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-411
- 0.75%
$16.2K - $16.6K
54.7K $2.02M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-491
- 1.87%
$19.4K - $19.8K
25.7K $949K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-512
- 16.37%
$20.2K - $20.7K
2.62K $96.6K

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