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 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.34K+ 35.09% |
$131K - $135K
|
12.9K
$481K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.11K+ 4.16% |
$122K - $125K
|
77.8K
$2.91M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.56K+ 39.67% |
$101K - $103K
|
9.02K
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 10.7% |
$98.7K - $101K
|
25.9K
$971K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.45K+ 1.9% |
$96.3K - $98.8K
|
131K
$4.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 15.3% |
$83.6K - $85.9K
|
16K
$599K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2KNew |
$78.7K - $80.8K
|
2K
$74.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$70.9K - $72.8K
|
1.8K
$67.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 4437.5% |
$69.9K - $71.7K
|
1.82K
$67.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.73K+ 11.6% |
$68K - $69.8K
|
16.6K
$622K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.66KNew |
$65.3K - $67.1K
|
1.66K
$62.1K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.35K+ 1.61% |
$53.2K - $54.6K
|
85.3K
$3.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.28K+ 79.33% |
$50.5K - $51.8K
|
2.9K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 7.74% |
$49.5K - $50.8K
|
17.5K
$655K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.21K+ 6.73% |
$47.5K - $48.8K
|
19.1K
$716K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
1.16K+ 10.49% |
$45.7K - $46.9K
|
12.2K
$458K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1KNew |
$39.4K - $40.4K
|
1K
$37.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
987+ 5.26% |
$38.8K - $39.9K
|
19.7K
$739K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
960New |
$37.8K - $38.8K
|
960
$35.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
875+ 16.97% |
$34.4K - $35.4K
|
6.03K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
864+ 13.76% |
$34K - $34.9K
|
7.14K
$267K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
729+ 48.89% |
$28.7K - $29.5K
|
2.22K
$83.1K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
727New |
$28.6K - $29.4K
|
727
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
667+ 9.57% |
$26.3K - $26.9K
|
7.64K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
527+ 6.04% |
$20.7K - $21.3K
|
9.25K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
450+ 2.21% |
$17.7K - $18.2K
|
20.8K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
450+ 1.37% |
$17.7K - $18.2K
|
33.3K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385+ 25.11% |
$15.2K - $15.6K
|
1.92K
$71.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
372+ 6.67% |
$14.6K - $15K
|
5.95K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
346New |
$13.6K - $14K
|
346
$12.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285New |
$11.2K - $11.5K
|
285
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
277New |
$10.9K - $11.2K
|
277
$10.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
253+ 1.17% |
$9.96K - $10.2K
|
21.8K
$815K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
222+ 0.86% |
$8.74K - $8.97K
|
25.9K
$970K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 16.96% |
$4.61K - $4.73K
|
807
$30.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
106New |
$4.17K - $4.28K
|
106
$3.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 0.31% |
$945 - $970
|
7.67K
$287K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.78% |
$551 - $566
|
1.81K
$67.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
11New |
$433 - $444
|
11
$412
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 0.69% |
$354 - $364
|
1.32K
$49.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$39.4 - $40.4
|
6.19K
$232K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$39.4 - $40.4
|
114
$4.26K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- -0.0% |
$39.4 - $40.4
|
93.4K
$3.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6- 18.18% |
$236 - $242
|
27
$1.01K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7- 0.08% |
$276 - $283
|
8.91K
$333K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-11- 64.71% |
$433 - $444
|
6
$224
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.16% |
$787 - $808
|
12.7K
$476K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 1.67% |
$945 - $970
|
1.41K
$52.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-29- 0.46% |
$1.14K - $1.17K
|
6.21K
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-36- 0.34% |
$1.42K - $1.45K
|
10.7K
$399K
|