Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
410K
+ 322.32%
$13.3M - $14.7M
537K $20.1M
Nov 14, 2022 Q3 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
135K
New
$4.38M - $4.86M
135K $5.05M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
117K
+ 339.09%
$3.79M - $4.19M
151K $5.65M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
80.2K
+ 52.95%
$2.6M - $2.88M
232K $8.67M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
69.3K
+ 58.33%
$2.25M - $2.49M
188K $7.03M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
42.3K
+ 392.76%
$1.37M - $1.52M
53.1K $1.99M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
37.6K
+ 142.6%
$1.22M - $1.35M
63.9K $2.39M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
37.2K
+ 295.51%
$1.21M - $1.34M
49.8K $1.86M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
24.1K
New
$783K - $868K
24.1K $903K
Nov 02, 2022 Q3 2022
Forward Management, LLC

BUY
 -
19.7K
+ 9.32%
$639K - $707K
231K $8.63M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
18.7K
+ 1121.77%
$606K - $671K
20.3K $760K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
14.6K
+ 71.99%
$473K - $524K
34.8K $1.3M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
13.2K
New
$429K - $475K
13.2K $495K
Nov 09, 2022 Q3 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
12.4K
+ 8.42%
$402K - $445K
159K $5.97M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
10.6K
New
$344K - $381K
10.6K $397K
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.72K
New
$251K - $278K
7.72K $289K
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.69K
+ 9.81%
$250K - $276K
86.1K $3.22M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
7.37K
+ 7.83%
$239K - $265K
101K $3.8M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
7.33K
+ 259.56%
$238K - $264K
10.2K $380K
Oct 20, 2022 Q3 2022
Compass Advisory Group LLC

BUY
 -
7.09K
New
$230K - $255K
7.09K $265K
Nov 16, 2022 Q3 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
6.76K
New
$219K - $243K
6.76K $253K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.2K
New
$201K - $223K
6.2K $232K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.8K
+ 2.86%
$156K - $173K
173K $6.47M
Nov 09, 2022 Q3 2022
Archvest Wealth Advisors, Inc.

BUY
 -
4.57K
+ 5.65%
$148K - $164K
85.5K $3.2M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.58K
New
$116K - $129K
3.58K $134K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
3K
New
$97.4K - $108K
3K $112K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.72K
+ 38.66%
$88.2K - $97.6K
9.74K $364K
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
2.04K
+ 6.5%
$66.4K - $73.5K
33.5K $1.25M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.8K
New
$58.5K - $64.8K
1.8K $67.4K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.5K
+ 14.59%
$48.8K - $54K
11.8K $442K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.03K
+ 15.39%
$33.3K - $36.9K
7.69K $288K
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
890
+ 10.08%
$28.9K - $32K
9.72K $363K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
690
New
$22.4K - $24.8K
690 $25.8K
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
623
+ 3.13%
$20.2K - $22.4K
20.5K $767K
Nov 14, 2022 Q3 2022
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
569
New
$18.5K - $20.5K
569 $21.3K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
390
+ 1.36%
$12.7K - $14K
29.1K $1.09M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
285
New
$9.25K - $10.2K
285 $10.7K
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
274
New
$8.9K - $9.85K
274 $10.3K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
242
+ 0.71%
$7.86K - $8.7K
34.4K $1.29M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
225
+ 0.68%
$7.31K - $8.09K
33.2K $1.24M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
190
+ 13.12%
$6.17K - $6.83K
1.64K $61.3K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
175
+ 7.39%
$5.68K - $6.29K
2.54K $95.1K
Oct 27, 2022 Q3 2022
First Personal Financial Services

BUY
 -
165
+ 1.33%
$5.36K - $5.93K
12.6K $471K
Jan 09, 2024 Q3 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
155
New
$5.03K - $5.57K
155 $5.8K
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

BUY
 -
130
+ 0.8%
$4.22K - $4.67K
16.3K $610K
Nov 03, 2022 Q3 2022
Integrity Financial Corp

BUY
 -
127
+ 0.9%
$4.12K - $4.57K
14.3K $533K
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
89
New
$2.89K - $3.2K
89 $3.33K
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
82
+ 4.3%
$2.66K - $2.95K
1.99K $74.4K
Nov 04, 2022 Q3 2022
True Private Wealth Advisors

BUY
 -
56
+ 0.73%
$1.82K - $2.01K
7.77K $290K

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