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
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3K- 5.26% |
$110K - $116K
|
54.1K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.17K- 8.18% |
$117K - $123K
|
35.5K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.12K- 32.12% |
$152K - $159K
|
8.7K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.37K- 43.79% |
$161K - $169K
|
5.6K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.59K- 4.74% |
$169K - $178K
|
92.3K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.9K- 30.48% |
$180K - $190K
|
11.2K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.15K- 7.61% |
$190K - $200K
|
62.5K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.26K- 8.85% |
$230K - $242K
|
64.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.59K- 3.78% |
$242K - $255K
|
168K
$6.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.83K- 54.54% |
$325K - $342K
|
7.36K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$8.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-10.3K- 36.13% |
$379K - $398K
|
18.2K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 12.35% |
$470K - $494K
|
90.6K
$3.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 29.87% |
$472K - $497K
|
30.1K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 23.9% |
$540K - $568K
|
46.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 8.99% |
$744K - $783K
|
205K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.8K- 58.33% |
$764K - $804K
|
14.8K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.4K- 54.56% |
$1.01M - $1.06M
|
22.8K
$853K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-31.5K- 38.1% |
$1.16M - $1.22M
|
51.2K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-36.8K- 81.25% |
$1.36M - $1.43M
|
8.5K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-67.7K- 73.96% |
$2.49M - $2.62M
|
23.8K
$892K
|