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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-424- 75.85% |
$13.6K - $14.8K
|
135
$4.98K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-577- 1.92% |
$18.6K - $20.1K
|
29.5K
$1.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-590- 4.14% |
$19K - $20.5K
|
13.7K
$504K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-618- 4.91% |
$19.9K - $21.5K
|
12K
$442K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-858- 8.8% |
$27.6K - $29.9K
|
8.89K
$328K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-890- 9.16% |
$28.6K - $31K
|
8.83K
$326K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-941- 4.59% |
$30.3K - $32.8K
|
19.6K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-976- 11.58% |
$31.4K - $34K
|
7.45K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-995- 10.22% |
$32K - $34.6K
|
8.74K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.14K- 3.41% |
$36.6K - $39.7K
|
32.2K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 9.74% |
$41.4K - $44.8K
|
11.9K
$441K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.32K- 9.53% |
$42.3K - $45.8K
|
12.5K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 18.77% |
$50.8K - $55.1K
|
6.84K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.23K- 19.72% |
$71.8K - $77.8K
|
9.1K
$336K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.41K- 38.21% |
$77.5K - $84K
|
3.9K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.63K- 8.5% |
$84.6K - $91.6K
|
28.3K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.68K- 24.48% |
$86.2K - $93.4K
|
8.27K
$305K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.77K- 11.47% |
$89K - $96.4K
|
21.4K
$788K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.77K- 11.47% |
$89K - $96.4K
|
21.4K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 17.96% |
$98K - $106K
|
13.9K
$514K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.21K- 38.0% |
$103K - $112K
|
5.24K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.51K- 1.9% |
$113K - $122K
|
182K
$6.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.66K- 10.8% |
$118K - $128K
|
30.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.84K- 19.18% |
$124K - $134K
|
16.2K
$598K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-3.95K- 10.27% |
$127K - $138K
|
34.5K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.95K- 16.0% |
$127K - $138K
|
20.8K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.97K- 9.16% |
$160K - $173K
|
49.3K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 24.7% |
$173K - $187K
|
16.4K
$604K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.22K- 25.03% |
$232K - $251K
|
21.6K
$798K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-7.74K- 23.3% |
$249K - $269K
|
25.5K
$940K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.07K- 79.45% |
$259K - $281K
|
2.09K
$77K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.57K- 23.51% |
$276K - $298K
|
27.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.43K- 2.6% |
$303K - $328K
|
353K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 17.86% |
$390K - $422K
|
55.7K
$2.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 12.28% |
$401K - $434K
|
89K
$3.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13.2K- 7.87% |
$425K - $460K
|
155K
$5.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.7K- 91.82% |
$600K - $650K
|
1.66K
$61.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.8K- 81.25% |
$603K - $653K
|
4.33K
$160K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.3K- 32.94% |
$620K - $671K
|
39.2K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 12.11% |
$620K - $672K
|
140K
$5.17M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 31.08% |
$639K - $692K
|
44K
$1.63M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-20.3K- 10.0% |
$652K - $706K
|
183K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-20.4K- 58.59% |
$656K - $710K
|
14.4K
$532K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-21.4K- 13.44% |
$689K - $747K
|
138K
$5.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.6K- 5.3% |
$728K - $789K
|
405K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.1K- 34.3% |
$742K - $804K
|
44.2K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.5K- 12.97% |
$949K - $1.03M
|
198K
$7.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.7K- 4.39% |
$1.08M - $1.17M
|
733K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-128K- 94.74% |
$4.11M - $4.45M
|
7.11K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-216K- 48.04% |
$6.94M - $7.52M
|
234K
$8.62M
|