Purchases and Sales Made in Q3 2022 in Ishares Tr Core Conservative A (AOK)
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% |
$13.5M - $14.7M
|
537K
$19.9M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
135KNew |
$4.46M - $4.86M
|
135K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 339.09% |
$3.85M - $4.19M
|
151K
$5.61M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.2K+ 52.95% |
$2.65M - $2.88M
|
232K
$8.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 58.33% |
$2.29M - $2.49M
|
188K
$6.98M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3K+ 392.76% |
$1.4M - $1.52M
|
53.1K
$1.97M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
37.6K+ 142.6% |
$1.24M - $1.35M
|
63.9K
$2.37M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.2K+ 295.51% |
$1.23M - $1.34M
|
49.8K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1KNew |
$797K - $868K
|
24.1K
$896K
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
19.7K+ 9.32% |
$650K - $707K
|
231K
$8.57M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.7K+ 46.82% |
$617K - $671K
|
58.5K
$2.17M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 1121.77% |
$617K - $671K
|
20.3K
$755K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.6K+ 71.99% |
$482K - $524K
|
34.8K
$1.29M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
13.2KNew |
$437K - $475K
|
13.2K
$491K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.4K+ 8.42% |
$409K - $445K
|
159K
$5.92M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$350K - $381K
|
10.6K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.72KNew |
$255K - $278K
|
7.72K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 9.81% |
$254K - $276K
|
86.1K
$3.2M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.37K+ 7.83% |
$243K - $265K
|
101K
$3.77M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
7.33K+ 259.56% |
$242K - $264K
|
10.2K
$377K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
7.09KNew |
$234K - $255K
|
7.09K
$263K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.76KNew |
$223K - $243K
|
6.76K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.2KNew |
$205K - $223K
|
6.2K
$230K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.8K+ 2.86% |
$159K - $173K
|
173K
$6.42M
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.57K+ 5.65% |
$151K - $164K
|
85.5K
$3.18M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58KNew |
$118K - $129K
|
3.58K
$133K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3KNew |
$99.1K - $108K
|
3K
$111K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.72K+ 38.66% |
$89.7K - $97.6K
|
9.74K
$362K
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.04K+ 6.5% |
$67.6K - $73.5K
|
33.5K
$1.24M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.8KNew |
$59.6K - $64.8K
|
1.8K
$66.9K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.5K+ 14.59% |
$49.7K - $54K
|
11.8K
$438K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 15.39% |
$33.9K - $36.9K
|
7.69K
$286K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
890+ 10.08% |
$29.4K - $32K
|
9.72K
$361K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
690New |
$22.8K - $24.8K
|
690
$25.6K
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
569New |
$18.8K - $20.5K
|
569
$21.1K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
390+ 1.36% |
$12.9K - $14K
|
29.1K
$1.08M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285New |
$9.42K - $10.2K
|
285
$10.6K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
274New |
$9.06K - $9.85K
|
274
$10.2K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
242+ 0.71% |
$8K - $8.7K
|
34.4K
$1.28M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
225+ 0.68% |
$7.44K - $8.09K
|
33.2K
$1.23M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190+ 13.12% |
$6.28K - $6.83K
|
1.64K
$60.8K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
175+ 7.39% |
$5.78K - $6.29K
|
2.54K
$94.4K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
165+ 1.33% |
$5.45K - $5.93K
|
12.6K
$468K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155New |
$5.12K - $5.57K
|
155
$5.76K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
130+ 0.8% |
$4.3K - $4.67K
|
16.3K
$605K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
127+ 0.9% |
$4.2K - $4.57K
|
14.3K
$529K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
89New |
$2.94K - $3.2K
|
89
$3.31K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 4.3% |
$2.71K - $2.95K
|
1.99K
$73.8K
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
56+ 0.73% |
$1.85K - $2.01K
|
7.77K
$288K
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
49+ 0.57% |
$1.62K - $1.76K
|
8.63K
$321K
|