Purchases and Sales Made in Q4 2023 in Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q4 2023. 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, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
415K+ 550.9% |
$13.8M - $15.1M
|
490K
$18.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
406K+ 1370.8% |
$13.5M - $14.7M
|
436K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
317KNew |
$10.5M - $11.5M
|
317K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 665.64% |
$6.12M - $6.7M
|
212K
$7.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156K+ 199.69% |
$5.17M - $5.65M
|
234K
$8.75M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
128K+ 543.83% |
$4.25M - $4.65M
|
152K
$5.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$3.34M - $3.65M
|
101K
$3.77M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
93.9K+ 262.34% |
$3.12M - $3.41M
|
130K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.1K+ 53.08% |
$2.82M - $3.09M
|
245K
$9.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.2K+ 218.98% |
$1.7M - $1.86M
|
74.6K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6K+ 107.23% |
$1.61M - $1.76M
|
93.9K
$3.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
38.4KNew |
$1.27M - $1.39M
|
38.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
36.6K+ 985.98% |
$1.22M - $1.33M
|
40.4K
$1.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.3K+ 19.08% |
$1.1M - $1.21M
|
208K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.1KNew |
$933K - $1.02M
|
28.1K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.2KNew |
$868K - $950K
|
26.2K
$979K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 189.08% |
$604K - $661K
|
27.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.5K+ 23.32% |
$581K - $636K
|
92.6K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
16.7K+ 41.4% |
$554K - $607K
|
57.1K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.7KNew |
$553K - $605K
|
16.7K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
16.3KNew |
$540K - $591K
|
16.3K
$609K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
16.2KNew |
$538K - $589K
|
16.2K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 26.03% |
$507K - $554K
|
73.9K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 190.73% |
$468K - $512K
|
21.5K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7K+ 42.61% |
$390K - $426K
|
39.3K
$1.47M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.7KNew |
$355K - $388K
|
10.7K
$400K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6K+ 21.33% |
$352K - $386K
|
60.4K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.1K+ 122.5% |
$336K - $368K
|
18.4K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.82K+ 4.96% |
$326K - $356K
|
208K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.41KNew |
$312K - $342K
|
9.41K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.77K+ 2319.52% |
$225K - $246K
|
7.07K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.26KNew |
$208K - $227K
|
6.26K
$234K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.11KNew |
$203K - $222K
|
6.11K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95KNew |
$197K - $216K
|
5.95K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.92KNew |
$196K - $215K
|
5.92K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.92KNew |
$196K - $215K
|
5.92K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.83K+ 847.89% |
$193K - $211K
|
6.51K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.74KNew |
$191K - $209K
|
5.74K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.66KNew |
$188K - $205K
|
5.66K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5.15K+ 1552.41% |
$171K - $187K
|
5.49K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.14KNew |
$170K - $186K
|
5.14K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 3.28% |
$141K - $155K
|
134K
$5.03M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.77K+ 182.14% |
$92K - $101K
|
4.3K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.11K+ 9.31% |
$69.9K - $76.5K
|
24.7K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 138.46% |
$59.7K - $65.3K
|
3.1K
$116K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.36K+ 18.72% |
$45K - $49.3K
|
8.61K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 12.32% |
$44.7K - $48.9K
|
12.3K
$460K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.31K+ 21.17% |
$43.5K - $47.6K
|
7.51K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
885New |
$29.4K - $32.1K
|
885
$33.1K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
855+ 21.35% |
$28.4K - $31K
|
4.86K
$182K
|