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 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.31K- 16.54% |
$74.9K - $82.9K
|
11.6K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.33K- 63.51% |
$75.7K - $83.9K
|
1.34K
$49.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.41K- 17.01% |
$78.2K - $86.6K
|
11.7K
$434K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 34.28% |
$86.8K - $96.2K
|
5.13K
$189K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.75K- 22.01% |
$89.3K - $98.9K
|
9.75K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.83K- 3.99% |
$91.7K - $102K
|
68.1K
$2.51M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.26K- 5.66% |
$106K - $117K
|
54.3K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.44K- 10.66% |
$112K - $124K
|
28.9K
$1.06M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.55K- 10.79% |
$115K - $127K
|
29.3K
$1.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-3.89K- 2.27% |
$126K - $140K
|
168K
$6.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.08K- 11.65% |
$133K - $147K
|
31K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.79K- 0.62% |
$156K - $172K
|
767K
$28.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.16K- 0.11% |
$168K - $186K
|
4.65M
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.43K- 85.78% |
$176K - $195K
|
900
$33.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.54K- 10.91% |
$180K - $199K
|
45.3K
$1.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.64K- 2.42% |
$183K - $203K
|
228K
$8.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.17K- 1.42% |
$200K - $222K
|
428K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-6.87K- 24.03% |
$223K - $247K
|
21.7K
$802K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.09K- 19.05% |
$230K - $255K
|
30.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.18K- 8.51% |
$233K - $258K
|
77.2K
$2.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.21K- 17.53% |
$234K - $259K
|
33.9K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.53K- 84.56% |
$244K - $271K
|
1.38K
$50.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.7K- 38.19% |
$250K - $277K
|
12.5K
$460K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 58.97% |
$333K - $368K
|
7.13K
$263K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-11.4K- 98.6% |
$370K - $410K
|
162
$5.98K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-18K- 35.78% |
$583K - $646K
|
32.2K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.3K- 57.98% |
$659K - $730K
|
14.7K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 11.33% |
$661K - $732K
|
159K
$5.88M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.1K- 51.04% |
$781K - $865K
|
23.1K
$852K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.9K- 13.09% |
$905K - $1M
|
185K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.3K- 7.72% |
$984K - $1.09M
|
362K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 40.98% |
$1.19M - $1.32M
|
52.7K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 82.42% |
$1.38M - $1.53M
|
9.06K
$334K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-62.2K- 12.16% |
$2.02M - $2.24M
|
450K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-64.7K- 78.4% |
$2.1M - $2.33M
|
17.8K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 42.08% |
$6.15M - $6.81M
|
261K
$9.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-261K- 79.49% |
$8.47M - $9.38M
|
67.3K
$2.48M
|