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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179K+ 1405.9% |
$6.58M - $6.92M
|
192K
$7.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
147KNew |
$5.4M - $5.69M
|
147K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.4KNew |
$1.49M - $1.56M
|
40.4K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 9.29% |
$1.44M - $1.51M
|
460K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8KNew |
$876K - $921K
|
23.8K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.6K+ 38.87% |
$685K - $720K
|
66.5K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.6KNew |
$649K - $682K
|
17.6K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
14.1K+ 17.83% |
$518K - $544K
|
93K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.8K+ 7.6% |
$469K - $494K
|
181K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 15.69% |
$465K - $489K
|
93.1K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$389K - $409K
|
10.6K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.2K+ 107.22% |
$376K - $395K
|
19.7K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.81K+ 37.58% |
$361K - $380K
|
35.9K
$1.35M
|
|
|
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
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.26KNew |
$230K - $242K
|
6.26K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.84KNew |
$215K - $226K
|
5.84K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.67K+ 11.89% |
$209K - $220K
|
53.4K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24KNew |
$193K - $203K
|
5.24K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 47.58% |
$177K - $186K
|
14.9K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 17.31% |
$144K - $151K
|
26.4K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.93K+ 45.3% |
$108K - $113K
|
9.4K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.61K+ 60.11% |
$96K - $101K
|
6.95K
$260K
|
|
|
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
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 29.54% |
$62.5K - $65.7K
|
7.45K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.23K+ 8.15% |
$45.1K - $47.4K
|
16.3K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 1.75% |
$44.1K - $46.4K
|
69.7K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
971+ 97100.0% |
$35.7K - $37.6K
|
972
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$31.6K - $33.2K
|
858
$32.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
856New |
$31.5K - $33.1K
|
856
$32.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
843+ 3.94% |
$31K - $32.6K
|
22.2K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
749+ 6.47% |
$27.6K - $29K
|
12.3K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
469+ 16.78% |
$17.3K - $18.2K
|
3.26K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
395+ 2.52% |
$14.5K - $15.3K
|
16.1K
$602K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
270+ 3.4% |
$9.94K - $10.5K
|
8.21K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260New |
$9.57K - $10.1K
|
260
$9.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
235+ 2.38% |
$8.65K - $9.1K
|
10.1K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
224+ 0.89% |
$8.24K - $8.67K
|
25.3K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
99+ 0.28% |
$3.64K - $3.83K
|
35.6K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
82+ 0.5% |
$3.02K - $3.17K
|
16.5K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.63% |
$2.83K - $2.98K
|
12.2K
$458K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
70+ 1.17% |
$2.58K - $2.71K
|
6.07K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
68+ 0.07% |
$2.5K - $2.63K
|
103K
$3.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61+ 0.65% |
$2.24K - $2.36K
|
9.5K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61New |
$2.24K - $2.36K
|
61
$2.29K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.36% |
$2.17K - $2.28K
|
16.5K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 1.46% |
$2.02K - $2.13K
|
3.83K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50+ 37.88% |
$1.84K - $1.94K
|
182
$6.82K
|