Purchases and Sales Made in Q3 2023 in Ishares Tr Core Conservative A (AOK)
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
$15.4M
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
113K+ 76.9% |
$3.82M - $4.02M
|
259K
$9.87M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.4KNew |
$1.37M - $1.44M
|
40.4K
$1.54M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.2K+ 295.51% |
$1.26M - $1.33M
|
49.8K
$1.9M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 15.74% |
$911K - $959K
|
198K
$7.53M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 242.81% |
$711K - $748K
|
29.6K
$1.13M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
20.6K+ 136.23% |
$699K - $736K
|
35.8K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 41.39% |
$582K - $612K
|
58.7K
$2.23M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$560K - $589K
|
16.5K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 103.2% |
$477K - $502K
|
27.7K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13KNew |
$441K - $464K
|
13K
$496K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7K+ 34.87% |
$397K - $418K
|
45.3K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$419K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.63KNew |
$326K - $343K
|
9.63K
$366K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.32KNew |
$315K - $332K
|
9.32K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.31KNew |
$315K - $332K
|
9.31K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.97K+ 13.18% |
$304K - $320K
|
77K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.4K+ 6.9% |
$284K - $299K
|
130K
$4.95M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.34K+ 12.45% |
$282K - $297K
|
75.3K
$2.86M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.04KNew |
$272K - $286K
|
8.04K
$306K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
7.34KNew |
$248K - $261K
|
7.34K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$264K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.9K+ 36.02% |
$166K - $174K
|
18.5K
$704K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.35K+ 12.28% |
$147K - $155K
|
39.7K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3K+ 18.45% |
$146K - $153K
|
27.6K
$1.05M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.72KNew |
$126K - $132K
|
3.72K
$141K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.67KNew |
$124K - $131K
|
3.67K
$140K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 48.1% |
$97.2K - $102K
|
8.83K
$336K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.64K+ 2964.04% |
$89.3K - $94K
|
2.73K
$104K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.79K+ 5.78% |
$60.5K - $63.7K
|
32.7K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
751New |
$25.4K - $26.8K
|
751
$28.6K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
687New |
$23.3K - $24.5K
|
687
$26.1K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
666+ 214.15% |
$22.6K - $23.7K
|
977
$37.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.9K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
539+ 6.97% |
$18.3K - $19.2K
|
8.27K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 15.02% |
$17.7K - $18.6K
|
4K
$152K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
350+ 1.09% |
$11.9K - $12.5K
|
32.5K
$1.24M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
332New |
$11.2K - $11.8K
|
332
$12.6K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
324+ 3.16% |
$11K - $11.5K
|
10.6K
$402K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
293+ 1.31% |
$9.92K - $10.4K
|
22.6K
$862K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$427K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
226+ 35.15% |
$7.65K - $8.05K
|
869
$33.1K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
138+ 2.28% |
$4.67K - $4.92K
|
6.2K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
89+ 2.35% |
$3.01K - $3.17K
|
3.87K
$147K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
82+ 0.17% |
$2.78K - $2.92K
|
47.5K
$1.81M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
78+ 2.94% |
$2.64K - $2.78K
|
2.74K
$104K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 3.35% |
$1.76K - $1.85K
|
1.6K
$61K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$1.49K - $1.57K
|
10.9K
$414K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38+ 0.55% |
$1.29K - $1.35K
|
6.99K
$266K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
34+ 60.71% |
$1.15K - $1.21K
|
90
$3.43K
|