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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
780+ 4.82% |
$25.9K - $28.3K
|
17K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
551New |
$18.3K - $20K
|
551
$20.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
462+ 28.88% |
$15.3K - $16.8K
|
2.06K
$77.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
421+ 5.74% |
$14K - $15.3K
|
7.76K
$290K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 3.49% |
$9.65K - $10.6K
|
8.64K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
289+ 18.02% |
$9.59K - $10.5K
|
1.89K
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
288New |
$9.55K - $10.5K
|
288
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
283+ 10.38% |
$9.39K - $10.3K
|
3.01K
$113K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$9.19K - $10.1K
|
277
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
266+ 7.49% |
$8.82K - $9.66K
|
3.82K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
260+ 1.39% |
$8.62K - $9.44K
|
19K
$711K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 0.96% |
$7.6K - $8.31K
|
24K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
190+ 1.15% |
$6.3K - $6.9K
|
16.7K
$626K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 1.35% |
$5.8K - $6.35K
|
13.1K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
115+ 1.64% |
$3.81K - $4.17K
|
7.11K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
61+ 0.46% |
$2.02K - $2.21K
|
13.2K
$494K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60New |
$1.99K - $2.18K
|
60
$2.24K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48+ 1.41% |
$1.59K - $1.74K
|
3.44K
$129K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44+ 0.09% |
$1.46K - $1.6K
|
47.5K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
40+ 44.44% |
$1.33K - $1.45K
|
130
$4.86K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.33K - $1.45K
|
40
$1.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.84% |
$763 - $835
|
2.76K
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.09% |
$265 - $290
|
8.84K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.63% |
$133 - $145
|
643
$24.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 1.2% |
$133 - $145
|
336
$12.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.79% |
$99.5 - $109
|
381
$14.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.71% |
$99.5 - $109
|
427
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.85% |
$66.3 - $72.6
|
110
$4.12K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.05% |
$66.3 - $72.6
|
3.87K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-45- 97.83% |
$1.49K - $1.63K
|
1
$37.4
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-48- 4.91% |
$1.59K - $1.74K
|
929
$34.8K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-117- 0.92% |
$3.88K - $4.25K
|
12.6K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-130- 1.82% |
$4.31K - $4.72K
|
7.02K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-176- 1.61% |
$5.84K - $6.39K
|
10.7K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-226- 26.01% |
$7.5K - $8.2K
|
643
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-439- 0.13% |
$14.6K - $15.9K
|
328K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-450- 1.75% |
$14.9K - $16.3K
|
25.3K
$945K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-494- 6.07% |
$16.4K - $17.9K
|
7.64K
$286K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-538- 14.09% |
$17.8K - $19.5K
|
3.28K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-547- 1.38% |
$18.1K - $19.9K
|
39.2K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-565- 5.21% |
$18.7K - $20.5K
|
10.3K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-600- 10.74% |
$19.9K - $21.8K
|
4.99K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-673- 6.85% |
$22.3K - $24.4K
|
9.16K
$342K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-754- 4.08% |
$25K - $27.4K
|
17.7K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-795- 9.31% |
$26.4K - $28.9K
|
7.74K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-951- 7.3% |
$31.5K - $34.5K
|
12.1K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-966- 4.96% |
$32K - $35.1K
|
18.5K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.18K- 36.97% |
$39K - $42.7K
|
2.01K
$75.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 35.69% |
$43.5K - $47.6K
|
2.36K
$88.3K
|