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 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
49+ 0.57% |
$1.59K - $1.76K
|
8.63K
$323K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 0.57% |
$1.43K - $1.58K
|
7.76K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
44New |
$1.43K - $1.58K
|
44
$1.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
41+ 30.83% |
$1.33K - $1.47K
|
174
$6.51K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
32+ 0.25% |
$1.04K - $1.15K
|
13K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
12New |
$390 - $432
|
12
$449
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.79% |
$390 - $432
|
1.53K
$57.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 0.16% |
$325 - $360
|
6.22K
$233K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.11% |
$260 - $288
|
7.1K
$266K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.37% |
$130 - $144
|
1.1K
$41.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.49% |
$64.9 - $71.9
|
413
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.01% |
$32.5 - $36
|
8.13K
$304K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$32.5 - $36
|
115
$4.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-14- 0.2% |
$455 - $503
|
7.05K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-29- 0.14% |
$942 - $1.04K
|
20K
$750K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 0.56% |
$1.33K - $1.47K
|
7.29K
$273K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-80- 0.58% |
$2.6K - $2.88K
|
13.8K
$517K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-80- 17.66% |
$2.6K - $2.88K
|
373
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 1.02% |
$2.86K - $3.16K
|
8.53K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-120- 0.58% |
$3.9K - $4.32K
|
20.5K
$765K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-130- 2.02% |
$4.22K - $4.67K
|
6.31K
$236K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-134- 35.36% |
$4.35K - $4.82K
|
245
$9.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 1.16% |
$4.87K - $5.39K
|
12.8K
$479K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.32% |
$4.87K - $5.39K
|
46.8K
$1.75M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-195- 11.01% |
$6.33K - $7.01K
|
1.58K
$59K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.29% |
$6.49K - $7.19K
|
67.9K
$2.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-201- 38.0% |
$6.53K - $7.23K
|
328
$12.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-219- 2.53% |
$7.11K - $7.88K
|
8.45K
$316K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-248- 5.88% |
$8.05K - $8.92K
|
3.97K
$149K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-305- 0.47% |
$9.9K - $11K
|
64.7K
$2.42M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-355- 0.17% |
$11.5K - $12.8K
|
203K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-380- 2.19% |
$12.3K - $13.7K
|
17K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-440- 3.86% |
$14.3K - $15.8K
|
11K
$410K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-486- 9.77% |
$15.8K - $17.5K
|
4.49K
$168K
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-517- 5.78% |
$16.8K - $18.6K
|
8.43K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-626- 5.24% |
$20.3K - $22.5K
|
11.3K
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-633- 6.99% |
$20.6K - $22.8K
|
8.42K
$315K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-800- 11.23% |
$26K - $28.8K
|
6.32K
$237K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-851- 34.16% |
$27.6K - $30.6K
|
1.64K
$61.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-922- 10.54% |
$29.9K - $33.2K
|
7.83K
$293K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-995- 2.9% |
$32.3K - $35.8K
|
33.4K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 4.26% |
$36.1K - $40K
|
25K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 76.09% |
$45.5K - $50.3K
|
440
$16.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78K- 20.83% |
$57.9K - $64.1K
|
6.78K
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.97K- 15.09% |
$63.8K - $70.7K
|
11.1K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.33% |
$64.3K - $71.2K
|
35.2K
$1.32M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 7.48% |
$64.9K - $71.8K
|
24.7K
$925K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.05K- 7.84% |
$66.6K - $73.8K
|
24.1K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 15.25% |
$67.7K - $74.9K
|
11.6K
$433K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-2.3K- 5.64% |
$74.7K - $82.7K
|
38.5K
$1.44M
|