Purchases and Sales Made in Q4 2022 in Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

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 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.23K
New
$71.8K - $77.8K
2.23K $82.4K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
2.04K
+ 17.24%
$65.4K - $70.9K
13.8K $511K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2K
New
$64.3K - $69.6K
2K $73.8K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.43K
+ 18.31%
$46.1K - $49.9K
9.26K $342K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.14K
+ 3.42%
$36.8K - $39.8K
34.6K $1.28M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.03K
+ 1.33%
$33.1K - $35.9K
78.2K $2.89M
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
945
New
$30.4K - $32.9K
945 $34.9K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
929
New
$29.9K - $32.3K
929 $34.3K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
925
+ 10.84%
$29.7K - $32.2K
9.46K $349K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
735
New
$23.6K - $25.6K
735 $27.1K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
618
+ 37.68%
$19.9K - $21.5K
2.26K $83.3K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
615
New
$19.8K - $21.4K
615 $22.7K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
445
+ 40.53%
$14.3K - $15.5K
1.54K $57K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
440
+ 100.0%
$14.1K - $15.3K
880 $32.5K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
424
New
$13.6K - $14.8K
424 $15.6K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
278
New
$8.94K - $9.68K
278 $10.3K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
168
New
$5.4K - $5.85K
168 $6.2K
Jan 26, 2023 Q4 2022
Legacy Financial Group LLC

BUY
 -
166
+ 1.33%
$5.34K - $5.78K
12.6K $466K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
151
New
$4.85K - $5.26K
151 $5.57K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
100
+ 0.94%
$3.22K - $3.48K
10.7K $395K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
95
New
$3.05K - $3.31K
95 $3.51K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
86
+ 2.17%
$2.76K - $2.99K
4.06K $150K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
67
+ 268.0%
$2.15K - $2.33K
92 $3.4K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
66
+ 37.93%
$2.12K - $2.3K
240 $8.86K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
61
+ 0.48%
$1.96K - $2.12K
12.9K $474K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
52
+ 3.17%
$1.67K - $1.81K
1.69K $62.4K
Feb 01, 2023 Q4 2022
Verus Financial Partners, Inc.

BUY
 -
48
+ 0.68%
$1.54K - $1.67K
7.1K $262K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
42
New
$1.35K - $1.46K
42 $1.55K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
34
+ 1.71%
$1.09K - $1.18K
2.02K $74.6K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
30
New
$965 - $1.04K
30 $1.11K
Feb 14, 2023 Q4 2022
Nvwm, LLC

BUY
 -
21
+ 175.0%
$675 - $731
33 $1.22K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
13
+ 0.85%
$418 - $453
1.54K $56.8K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 0.48%
$64.3 - $69.6
415 $15.3K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
2
+ 0.61%
$64.3 - $69.6
330 $12.2K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.87%
$32.2 - $34.8
116 $4.28K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.06%
$32.2 - $34.8
1.58K $58.2K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-10
- 0.22%
$322 - $348
4.48K $165K
Feb 09, 2023 Q4 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-21
- 0.16%
$675 - $731
12.8K $471K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-22
- 1.22%
$707 - $766
1.78K $65.7K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-22
- 0.09%
$707 - $766
25.8K $954K
Feb 13, 2023 Q4 2022
Koss Olinger Consulting, LLC

SELL
 -
-38
- 0.61%
$1.22K - $1.32K
6.19K $228K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-40
- 10.47%
$1.29K - $1.39K
342 $12.6K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-40
- 2.99%
$1.29K - $1.39K
1.3K $48K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

SELL
 -
-43
- 0.61%
$1.38K - $1.5K
7.06K $260K
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

SELL
 -
-60
- 0.29%
$1.93K - $2.09K
20.4K $753K
Jan 19, 2023 Q4 2022
Leo H. Evart, Inc.

SELL
 -
-85
- 0.98%
$2.73K - $2.96K
8.55K $315K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-300
- 3.9%
$9.65K - $10.4K
7.39K $273K
Feb 08, 2023 Q4 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-372
- 99.73%
$12K - $13K
1 $36.9
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-397
- 3.38%
$12.8K - $13.8K
11.3K $419K

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