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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 0.47% |
$1.54K - $1.58K
|
8.32K
$311K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-49- 1.91% |
$1.93K - $1.98K
|
2.52K
$94.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67- 4.89% |
$2.64K - $2.71K
|
1.3K
$48.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-81- 0.74% |
$3.19K - $3.27K
|
10.8K
$406K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-98- 1.07% |
$3.86K - $3.96K
|
9.08K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-108- 83.72% |
$4.25K - $4.36K
|
21
$786
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-143- 2.16% |
$5.63K - $5.78K
|
6.48K
$242K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-145Closed |
$5.71K - $5.86K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-168- 1.17% |
$6.61K - $6.79K
|
14.2K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-172- 2.44% |
$6.77K - $6.95K
|
6.88K
$257K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-177Closed |
$6.97K - $7.15K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-191- 3.41% |
$7.52K - $7.72K
|
5.42K
$203K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-230- 3.57% |
$9.05K - $9.29K
|
6.21K
$232K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-244- 0.27% |
$9.6K - $9.86K
|
91.4K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-275- 1.38% |
$10.8K - $11.1K
|
19.7K
$736K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 4.06% |
$11.1K - $11.4K
|
6.67K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-392Closed |
$15.4K - $15.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-510- 19.5% |
$20.1K - $20.6K
|
2.11K
$78.8K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-554- 1.17% |
$21.8K - $22.4K
|
46.9K
$1.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-585- 0.41% |
$23K - $23.6K
|
141K
$5.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-617- 0.15% |
$24.3K - $24.9K
|
420K
$15.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-627- 1.87% |
$24.7K - $25.3K
|
32.9K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-662- 7.21% |
$26.1K - $26.7K
|
8.51K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-688- 2.4% |
$27.1K - $27.8K
|
28K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-712Closed |
$28K - $28.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-937- 6.52% |
$36.9K - $37.9K
|
13.4K
$503K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 11.54% |
$42.7K - $43.8K
|
8.32K
$311K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.36K- 33.27% |
$53.4K - $54.8K
|
2.72K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.42K- 9.2% |
$55.9K - $57.4K
|
14K
$525K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 0.66% |
$68.3K - $70.1K
|
260K
$9.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.99KClosed |
$78.5K - $80.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 5.43% |
$87.8K - $90.1K
|
38.8K
$1.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.31K- 6.62% |
$90.8K - $93.2K
|
32.5K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.35K- 1.41% |
$92.4K - $94.9K
|
165K
$6.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 25.58% |
$95.6K - $98.1K
|
7.07K
$264K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.44K- 1.03% |
$96K - $98.5K
|
234K
$8.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-2.5K- 21.72% |
$98.4K - $101K
|
9.01K
$337K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-2.53KClosed |
$99.7K - $102K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.03K- 12.11% |
$119K - $122K
|
22K
$823K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.09K- 9.8% |
$122K - $125K
|
28.5K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.17K- 32.0% |
$164K - $168K
|
8.86K
$331K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.6K- 2.91% |
$220K - $226K
|
187K
$6.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.86KClosed |
$231K - $237K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.02KClosed |
$237K - $243K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22KClosed |
$245K - $251K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.64KClosed |
$301K - $309K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.85K- 21.83% |
$309K - $317K
|
28.1K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.33K- 4.78% |
$328K - $336K
|
166K
$6.2M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.23KClosed |
$363K - $373K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.29KClosed |
$366K - $375K
|
0
$0
|