Purchases and Sales Made in Q4 2021 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
864K+ 1108.25% |
$34M - $34.9M
|
942K
$35.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
337K+ 330.2% |
$13.3M - $13.6M
|
440K
$16.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Forward Management, LLC
|
BUY
|
- |
270K+ 178.43% |
$10.6M - $10.9M
|
422K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 107.36% |
$7.99M - $8.2M
|
392K
$14.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 858.08% |
$6.82M - $7M
|
194K
$7.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
172KNew |
$6.76M - $6.94M
|
172K
$6.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
114K+ 38.89% |
$4.49M - $4.61M
|
408K
$15.3M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106KNew |
$4.17M - $4.28M
|
106K
$3.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88K+ 46.68% |
$3.46M - $3.55M
|
276K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
84KNew |
$3.31M - $3.39M
|
84K
$3.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.4K+ 694.79% |
$2.45M - $2.52M
|
71.3K
$2.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
46.1KNew |
$1.82M - $1.86M
|
46.1K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 5.64% |
$1.76M - $1.81M
|
839K
$31.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.9K+ 34.39% |
$1.73M - $1.77M
|
171K
$6.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40.6K+ 26.18% |
$1.6M - $1.64M
|
195K
$7.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37KNew |
$1.46M - $1.49M
|
37K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
36KNew |
$1.42M - $1.46M
|
36K
$1.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
34.9K+ 20.19% |
$1.37M - $1.41M
|
208K
$7.78M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
26.4KNew |
$1.04M - $1.07M
|
26.4K
$988K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.2K+ 239.56% |
$954K - $979K
|
34.4K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22.5K+ 18.76% |
$884K - $908K
|
142K
$5.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$842K - $865K
|
21.4K
$802K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
20.3KNew |
$800K - $821K
|
20.3K
$761K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20.2K+ 132.76% |
$793K - $814K
|
35.3K
$1.32M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1KNew |
$791K - $812K
|
20.1K
$753K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
16.9KNew |
$665K - $682K
|
16.9K
$633K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7KNew |
$659K - $676K
|
16.7K
$627K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4KNew |
$646K - $663K
|
16.4K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16KNew |
$631K - $647K
|
16K
$600K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3KNew |
$603K - $619K
|
15.3K
$574K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
14.6KNew |
$574K - $590K
|
14.6K
$547K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$568K - $583K
|
14.4K
$541K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8KNew |
$543K - $557K
|
13.8K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 73.39% |
$486K - $498K
|
29.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 9.76% |
$402K - $413K
|
115K
$4.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1KNew |
$397K - $407K
|
10.1K
$378K
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
10KNew |
$394K - $404K
|
10K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.04K+ 20.37% |
$356K - $365K
|
53.4K
$2M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
8.53KNew |
$336K - $345K
|
8.53K
$320K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
8.28KNew |
$326K - $335K
|
8.28K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.62K+ 21.75% |
$300K - $308K
|
42.6K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.13KNew |
$280K - $288K
|
7.13K
$267K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.08K+ 55.27% |
$278K - $286K
|
19.9K
$745K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.3KNew |
$248K - $255K
|
6.3K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.28KNew |
$247K - $254K
|
6.28K
$235K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.11K+ 57.89% |
$201K - $206K
|
13.9K
$522K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4KNew |
$157K - $162K
|
4K
$150K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.9K+ 13.12% |
$153K - $157K
|
33.6K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.57KNew |
$140K - $144K
|
3.57K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.5K+ 3.29% |
$138K - $141K
|
110K
$4.11M
|