Purchases and Sales Made in Q4 2022 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q4 2022. 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 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
454K+ 262.48% |
$14.8M - $15.8M
|
627K
$23.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
371K+ 160.1% |
$12.1M - $12.9M
|
603K
$22.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
356KNew |
$11.6M - $12.4M
|
356K
$13.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
336KNew |
$11M - $11.7M
|
336K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
192K+ 364.91% |
$6.28M - $6.7M
|
245K
$9.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160K+ 58252.19% |
$5.21M - $5.56M
|
160K
$5.94M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
134K+ 459.6% |
$4.37M - $4.66M
|
163K
$6.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 65.08% |
$4M - $4.26M
|
310K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122K+ 827.88% |
$3.98M - $4.24M
|
137K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
114KNew |
$3.71M - $3.95M
|
114K
$4.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 20.69% |
$3.63M - $3.87M
|
648K
$24.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
101KNew |
$3.31M - $3.53M
|
101K
$3.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.1K+ 555.6% |
$3.24M - $3.45M
|
117K
$4.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62KNew |
$2.03M - $2.16M
|
62K
$2.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.7KNew |
$1.89M - $2.01M
|
57.7K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
51.4KNew |
$1.68M - $1.79M
|
51.4K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 18.14% |
$1.54M - $1.65M
|
308K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.8KNew |
$1.1M - $1.18M
|
33.8K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
28.3KNew |
$926K - $986K
|
28.3K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$926K - $986K
|
28.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26K+ 49.03% |
$850K - $906K
|
79.1K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
25.7KNew |
$839K - $894K
|
25.7K
$954K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24.2KNew |
$790K - $842K
|
24.2K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 27.99% |
$787K - $839K
|
110K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24KNew |
$785K - $837K
|
24K
$893K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 50.53% |
$747K - $796K
|
68.1K
$2.53M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
19.9KNew |
$651K - $693K
|
19.9K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
19.1KNew |
$623K - $664K
|
19.1K
$708K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
17.2KNew |
$561K - $598K
|
17.2K
$638K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.5K+ 51.13% |
$538K - $574K
|
48.7K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15.9K+ 18.55% |
$518K - $552K
|
101K
$3.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3KNew |
$433K - $462K
|
13.3K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11.5KNew |
$375K - $400K
|
11.5K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$364K - $388K
|
11.1K
$413K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10.9KNew |
$355K - $378K
|
10.9K
$403K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 31.18% |
$351K - $374K
|
45.1K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5KNew |
$344K - $367K
|
10.5K
$391K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.7KNew |
$317K - $338K
|
9.7K
$360K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.33KNew |
$305K - $325K
|
9.33K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
9.12KNew |
$298K - $318K
|
9.12K
$339K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.29K+ 17.46% |
$271K - $288K
|
55.7K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.62KNew |
$249K - $265K
|
7.62K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.51KNew |
$213K - $227K
|
6.51K
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.47KNew |
$211K - $225K
|
6.47K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.67K+ 412.0% |
$185K - $197K
|
7.04K
$261K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.1K+ 75.51% |
$167K - $178K
|
11.9K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.53K+ 40.94% |
$148K - $158K
|
15.6K
$579K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.22KNew |
$138K - $147K
|
4.22K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.6K+ 41.94% |
$84.9K - $90.5K
|
8.8K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.23KNew |
$73K - $77.8K
|
2.23K
$82.9K
|
|