Purchases and Sales Made in Q3 2024 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q3 2024. 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, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
147KNew |
$5.4M - $5.69M
|
147K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.6K+ 38.87% |
$685K - $720K
|
66.5K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
14.1K+ 17.83% |
$518K - $544K
|
93K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.8K+ 7.6% |
$469K - $494K
|
181K
$6.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 30.25% |
$293K - $308K
|
34.3K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.35KNew |
$234K - $246K
|
6.35K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.26KNew |
$230K - $242K
|
6.26K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.84KNew |
$215K - $226K
|
5.84K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 8.89% |
$80.7K - $84.9K
|
26.8K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 29.83% |
$71.1K - $74.7K
|
8.4K
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 29.54% |
$62.5K - $65.7K
|
7.45K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.23K+ 8.15% |
$45.1K - $47.4K
|
16.3K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
971+ 97100.0% |
$35.7K - $37.6K
|
972
$36.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
843+ 3.94% |
$31K - $32.6K
|
22.2K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$507K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
469+ 16.78% |
$17.3K - $18.2K
|
3.26K
$123K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
395+ 2.52% |
$14.5K - $15.3K
|
16.1K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
235+ 2.38% |
$8.65K - $9.1K
|
10.1K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
82+ 0.5% |
$3.02K - $3.17K
|
16.5K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.63% |
$2.83K - $2.98K
|
12.2K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
70+ 1.17% |
$2.58K - $2.71K
|
6.07K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
68+ 0.07% |
$2.5K - $2.63K
|
103K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61+ 0.65% |
$2.24K - $2.36K
|
9.5K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61New |
$2.24K - $2.36K
|
61
$2.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.36% |
$2.17K - $2.28K
|
16.5K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50+ 37.88% |
$1.84K - $1.94K
|
182
$6.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26+ 0.37% |
$957 - $1.01K
|
7K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9+ 0.16% |
$331 - $348
|
5.78K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.42% |
$294 - $310
|
339
$12.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.84% |
$147 - $155
|
480
$18.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.92% |
$147 - $155
|
438
$16.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.9% |
$36.8 - $38.7
|
112
$4.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$36.8 - $38.7
|
8.88K
$335K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.42% |
$184 - $194
|
1.18K
$44.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 0.16% |
$368 - $387
|
6.42K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.11% |
$994 - $1.05K
|
25K
$941K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-80- 2.57% |
$2.94K - $3.1K
|
3.04K
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-123- 1.81% |
$4.53K - $4.76K
|
6.67K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-147- 0.67% |
$5.41K - $5.69K
|
21.8K
$822K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-193- 5.82% |
$7.1K - $7.47K
|
3.12K
$118K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 3.27% |
$7.36K - $7.74K
|
5.92K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-223- 5.92% |
$8.21K - $8.63K
|
3.54K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-234- 0.65% |
$8.61K - $9.06K
|
35.9K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-369- 0.26% |
$13.6K - $14.3K
|
142K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-681- 2.72% |
$25.1K - $26.4K
|
24.4K
$919K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-774- 4.28% |
$28.5K - $30K
|
17.3K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.04K- 9.56% |
$38.4K - $40.4K
|
9.87K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 4.44% |
$55.8K - $58.6K
|
32.6K
$1.23M
|