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 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 35.69% |
$43.5K - $47.6K
|
2.36K
$87.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 8.6% |
$45.5K - $49.8K
|
14.6K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37K- 10.82% |
$45.6K - $49.9K
|
11.3K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 90.65% |
$46.9K - $51.4K
|
146
$5.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.44K- 6.42% |
$47.9K - $52.4K
|
21.1K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.46K- 4.47% |
$48.5K - $53.1K
|
31.2K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.93K- 20.06% |
$64K - $70.1K
|
7.69K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.61K- 27.98% |
$86.4K - $94.6K
|
6.71K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.61K- 28.02% |
$86.6K - $94.7K
|
6.71K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 15.84% |
$94.1K - $103K
|
15.1K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-3.19K- 2.16% |
$106K - $116K
|
145K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.71K- 38.74% |
$123K - $135K
|
5.87K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.76K- 23.95% |
$125K - $136K
|
11.9K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.93K- 4.4% |
$130K - $143K
|
85.3K
$3.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.93K- 10.87% |
$130K - $143K
|
32.3K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.11K- 43.13% |
$136K - $149K
|
5.42K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.14K- 11.6% |
$137K - $150K
|
31.5K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.36K- 41.26% |
$145K - $158K
|
6.21K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.39K- 1.24% |
$146K - $159K
|
348K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.46K- 29.44% |
$148K - $162K
|
10.7K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-4.5K- 2.73% |
$149K - $163K
|
160K
$5.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-5.13K- 15.8% |
$170K - $186K
|
27.3K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.29K- 31.65% |
$242K - $265K
|
15.8K
$581K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.3K- 12.94% |
$409K - $447K
|
82.9K
$3.06M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.5K- 25.52% |
$413K - $452K
|
36.4K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-17.5K- 16.8% |
$581K - $636K
|
86.8K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 79.71% |
$730K - $799K
|
5.6K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.7K- 16.38% |
$753K - $824K
|
116K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-26.4K- 21.04% |
$877K - $960K
|
99.2K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-28.6K- 37.1% |
$948K - $1.04M
|
48.5K
$1.79M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-53.8KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-92.8K- 37.75% |
$3.08M - $3.37M
|
153K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-95.6K- 71.38% |
$3.17M - $3.47M
|
38.3K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-100K- 38.75% |
$3.33M - $3.65M
|
159K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-121K- 21.21% |
$4M - $4.38M
|
448K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-275K- 67.74% |
$9.11M - $9.97M
|
131K
$4.83M
|