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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-523- 2.34% |
$20.7K - $21.1K
|
21.8K
$823K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-650- 6.33% |
$25.7K - $26.2K
|
9.62K
$363K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-705Closed |
$27.8K - $28.5K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-732- 2.14% |
$28.9K - $29.6K
|
33.5K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-810- 7.86% |
$32K - $32.7K
|
9.5K
$359K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-814- 2.42% |
$32.2K - $32.9K
|
32.8K
$1.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-828- 24.41% |
$32.7K - $33.4K
|
2.56K
$96.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-930- 10.5% |
$36.7K - $37.6K
|
7.93K
$300K
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.02K- 0.71% |
$40.2K - $41.1K
|
142K
$5.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.19K- 22.57% |
$47K - $48K
|
4.08K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.48K- 1.15% |
$58.5K - $59.8K
|
128K
$4.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.48K- 13.91% |
$58.6K - $59.9K
|
9.18K
$347K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.5K- 6.93% |
$59.4K - $60.7K
|
20.2K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.43K- 1.85% |
$95.8K - $98K
|
129K
$4.86M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.52K- 14.47% |
$99.5K - $102K
|
14.9K
$563K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.52K- 1.29% |
$99.6K - $102K
|
192K
$7.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.86K- 6.52% |
$113K - $116K
|
41K
$1.55M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.93K- 3.04% |
$116K - $118K
|
93.4K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.01K- 2.86% |
$119K - $122K
|
102K
$3.86M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.04KClosed |
$120K - $123K
|
0
$0
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.26K- 20.3% |
$129K - $132K
|
12.8K
$484K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.1K- 5.2% |
$162K - $165K
|
74.7K
$2.82M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.67K- 7.9% |
$185K - $189K
|
54.5K
$2.06M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.82KClosed |
$190K - $195K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.43K- 41.56% |
$215K - $219K
|
7.64K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.44KClosed |
$215K - $219K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.9K- 17.07% |
$233K - $238K
|
28.7K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.12K- 7.74% |
$242K - $247K
|
72.8K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.4K- 23.95% |
$253K - $258K
|
20.3K
$768K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.5KClosed |
$257K - $263K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-7.02K- 3.01% |
$277K - $283K
|
226K
$8.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.2K- 43.65% |
$284K - $291K
|
9.29K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.37KClosed |
$330K - $338K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.6K- 2.92% |
$499K - $510K
|
420K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13.5K- 45.35% |
$533K - $545K
|
16.3K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.7KClosed |
$542K - $554K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 33.87% |
$618K - $631K
|
30.5K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.8KClosed |
$663K - $677K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.3K- 8.82% |
$999K - $1.02M
|
261K
$9.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-37.8K- 60.15% |
$1.49M - $1.53M
|
25K
$946K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-43KClosed |
$1.7M - $1.74M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-64.4K- 59.18% |
$2.54M - $2.6M
|
44.4K
$1.68M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-89.7KClosed |
$3.54M - $3.62M
|
0
$0
|