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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.33K- 2.58% |
$113K - $119K
|
126K
$4.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.82K- 26.03% |
$129K - $136K
|
10.8K
$406K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.85K- 4.84% |
$164K - $173K
|
95.3K
$3.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.21K- 38.41% |
$176K - $186K
|
8.35K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.4K- 87.1% |
$183K - $192K
|
800
$29.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-5.69K- 5.17% |
$193K - $203K
|
104K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-6.04K- 3.53% |
$205K - $215K
|
165K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.24K- 43.0% |
$279K - $294K
|
10.9K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.84K- 36.03% |
$299K - $315K
|
15.7K
$587K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-9.69K- 3.8% |
$328K - $345K
|
246K
$9.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 40.77% |
$372K - $391K
|
16K
$597K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 23.75% |
$382K - $402K
|
36.2K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 8.87% |
$457K - $481K
|
139K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.3K- 6.11% |
$723K - $761K
|
328K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.5K- 94.96% |
$830K - $873K
|
1.3K
$48.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.3K- 34.62% |
$1.4M - $1.47M
|
78K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.6K- 6.96% |
$1.44M - $1.52M
|
569K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.3K- 10.94% |
$1.47M - $1.54M
|
353K
$13.2M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-64.2K- 73.14% |
$2.17M - $2.29M
|
23.6K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-172K- 56.25% |
$5.83M - $6.14M
|
134K
$5.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-225K- 71.63% |
$7.63M - $8.03M
|
89.3K
$3.34M
|