Purchases and Sales Made in Q3 2023 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 2023. 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 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
222K
+ 121.35%
$7.53M - $7.92M
405K $15.2M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
113K
+ 76.9%
$3.82M - $4.02M
259K $9.7M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
40.4K
New
$1.37M - $1.44M
40.4K $1.51M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
37.2K
+ 295.51%
$1.26M - $1.33M
49.8K $1.86M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
26.9K
+ 15.74%
$911K - $959K
198K $7.4M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
21K
+ 242.81%
$711K - $748K
29.6K $1.11M
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
20.6K
+ 136.23%
$699K - $736K
35.8K $1.34M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
17.2K
+ 41.39%
$582K - $612K
58.7K $2.2M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
16.5K
New
$560K - $589K
16.5K $619K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
14.1K
+ 103.2%
$477K - $502K
27.7K $1.04M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.7K
+ 34.87%
$397K - $418K
45.3K $1.7M
Nov 08, 2023 Q3 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
11K
New
$373K - $393K
11K $412K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
9.63K
New
$326K - $343K
9.63K $360K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
9.32K
New
$315K - $332K
9.32K $348K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
9.31K
New
$315K - $332K
9.31K $348K
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
8.97K
+ 13.18%
$304K - $320K
77K $2.88M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.4K
+ 6.9%
$284K - $299K
130K $4.87M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
8.34K
+ 12.45%
$282K - $297K
75.3K $2.82M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
8.04K
New
$272K - $286K
8.04K $301K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
7.34K
New
$248K - $261K
7.34K $274K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.93K
New
$235K - $247K
6.93K $259K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
4.9K
+ 36.02%
$166K - $174K
18.5K $692K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
4.35K
+ 12.28%
$147K - $155K
39.7K $1.49M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4.3K
+ 18.45%
$146K - $153K
27.6K $1.03M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.72K
New
$126K - $132K
3.72K $139K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
3.67K
New
$124K - $131K
3.67K $137K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.87K
+ 48.1%
$97.2K - $102K
8.83K $330K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.64K
+ 2964.04%
$89.3K - $94K
2.73K $102K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.79K
+ 5.78%
$60.5K - $63.7K
32.7K $1.22M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
751
New
$25.4K - $26.8K
751 $28.1K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
687
New
$23.3K - $24.5K
687 $25.7K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
666
+ 214.15%
$22.6K - $23.7K
977 $36.5K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
575
New
$19.5K - $20.5K
575 $21.5K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
539
+ 6.97%
$18.3K - $19.2K
8.27K $309K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
523
+ 15.02%
$17.7K - $18.6K
4K $150K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
350
+ 1.09%
$11.9K - $12.5K
32.5K $1.21M
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
332
New
$11.2K - $11.8K
332 $12.4K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
324
+ 3.16%
$11K - $11.5K
10.6K $395K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
293
+ 1.31%
$9.92K - $10.4K
22.6K $847K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
263
+ 2.4%
$8.91K - $9.37K
11.2K $419K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
226
+ 35.15%
$7.65K - $8.05K
869 $32.5K
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
138
+ 2.28%
$4.67K - $4.92K
6.2K $232K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
89
+ 2.35%
$3.01K - $3.17K
3.87K $145K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
82
+ 0.17%
$2.78K - $2.92K
47.5K $1.78M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
78
+ 2.94%
$2.64K - $2.78K
2.74K $102K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
52
+ 3.35%
$1.76K - $1.85K
1.6K $60K
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

BUY
 -
44
+ 0.41%
$1.49K - $1.57K
10.9K $406K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
38
+ 0.55%
$1.29K - $1.35K
6.99K $262K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
34
+ 60.71%
$1.15K - $1.21K
90 $3.37K

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