Ameritas Advisory Services, LLC Ishares Tr Core Conservative A Transaction History

Ameritas Advisory Services, LLC

$2.78 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$36.8 - $38.71 $233,753 - $245,885	6,352 New	6,352 $245,000
Q2 2023 Jul 25, 2023	SELL	$34.52 - $35.41 $35,659 - $36,578	-1,033 Reduced 14.04%	6,325 $222,000
Q1 2023 Apr 28, 2023	SELL	$33.78 - $35.5 $70,938 - $74,550	-2,100 Reduced 22.2%	7,358 $257,000
Q4 2022 Feb 10, 2023	BUY	$32.15 - $34.82 $29,738 - $32,208	925 Added 10.84%	9,458 $317,000
Q3 2022 Nov 14, 2022	SELL	$32.47 - $35.96 $2,857 - $3,164	-88 Reduced 1.02%	8,533 $278,000
Q2 2022 Aug 10, 2022	SELL	$33.89 - $37.78 $16,741 - $18,663	-494 Reduced 5.42%	8,621 $298,000
Q1 2022 May 04, 2022	SELL	$36.82 - $39.84 $228,541 - $247,286	-6,207 Reduced 40.51%	9,115 $343,000
Q4 2021 Feb 07, 2022	BUY	$39.36 - $40.4 $603,073 - $619,008	15,322 New	15,322 $613,000

Others Institutions Holding AOK

# of Institutions

181

Shares Held

7.57M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

674K
Shares

$25 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$22.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

496K
Shares

$18.4 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$16.9 Million
0.01% of portfolio
Curran Financial Partners, LLC

407K
Shares

$15.1 Million
4.35% of portfolio

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